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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 | $37,113 | $175,231-78.8% | $149,696-75.2% | $139,466-73.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.01% | 166.77%-147.8pp | 134.46%-115.4pp | 373.66%-354.7pp |
| Employer contribution / active EE | $984 | $5,478-82.0% | $4,821-79.6% | $4,754-79.3% |
| Participant deferral / active EE | $4,149 | $6,521-36.4% | $5,682-27.0% | $6,712-38.2% |
| Admin fee / account holder | $51 | $16,155-99.7% | $13,212-99.6% | $11,409-99.6% |