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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 | $37,465 | $183,627-79.6% | $155,602-75.9% | $145,978-74.3% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 15.86% | 61.32%-45.5pp | 64.81%-48.9pp | 550.52%-534.7pp |
| Employer contribution / active EE | $950 | $5,316-82.1% | $4,675-79.7% | $4,662-79.6% |
| Participant deferral / active EE | $3,186 | $6,466-50.7% | $5,629-43.4% | $6,690-52.4% |
| Admin fee / account holder | $12 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |