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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 | $5,085 | $72,071-92.9% | $68,368-92.6% | $137,256-96.3% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 19.11% | 353.14%-334.0pp | 292.57%-273.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $242 | $2,788-91.3% | $2,649-90.9% | $4,156-94.2% |
| Participant deferral / active EE | $613 | $4,410-86.1% | $4,123-85.1% | $6,407-90.4% |
| Admin fee / account holder | $48 | $5,336-99.1% | $5,150-99.1% | $12,270-99.6% |