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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,112 | $165,381-85.4% | $149,730-83.9% | $158,966-84.8% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 69.96% | 348.29%-278.3pp | 276.70%-206.7pp | 302.95%-233.0pp |
| Employer contribution / active EE | $431 | $5,104-91.6% | $4,645-90.7% | $4,762-90.9% |
| Participant deferral / active EE | $10,557 | $7,182+47.0% | $6,843+54.3% | $5,983+76.5% |
| Admin fee / account holder | $97 | $10,809-99.1% | $9,310-99.0% | $11,250-99.1% |