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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 | $19,017 | $175,231-89.1% | $149,696-87.3% | $139,466-86.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.87% | 166.77%-145.9pp | 134.46%-113.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $779 | $5,478-85.8% | $4,821-83.8% | $4,754-83.6% |
| Participant deferral / active EE | $3,093 | $6,521-52.6% | $5,682-45.6% | $6,712-53.9% |
| Admin fee / account holder | $146 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |