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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 | $14,604 | $88,778-83.6% | $81,844-82.2% | $145,884-90.0% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 211.65% | 1033.03%-821.4pp | 778.87%-567.2pp | 551.85%-340.2pp |
| Employer contribution / active EE | $276 | $3,087-91.1% | $2,916-90.6% | $4,662-94.1% |
| Participant deferral / active EE | $4,394 | $4,648-5.5% | $4,323+1.6% | $6,690-34.3% |
| Admin fee / account holder | $80 | $8,430-99.1% | $7,355-98.9% | $13,392-99.4% |