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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 | $35,348 | $209,874-83.2% | $189,537-81.4% | $167,536-78.9% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 13.28% | 748.61%-735.3pp | 555.34%-542.1pp | 478.82%-465.5pp |
| Employer contribution / active EE | $13 | $6,913-99.8% | $6,161-99.8% | $4,839-99.7% |
| Participant deferral / active EE | $6,189 | $8,934-30.7% | $8,220-24.7% | $6,342-2.4% |
| Admin fee / account holder | $212 | $14,299-98.5% | $12,048-98.2% | $12,315-98.3% |