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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 | $24,436 | $167,362-85.4% | $143,799-83.0% | $134,532-81.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 60.83% | 0.47%+60.4pp | -0.04%+60.9pp | 418.27%-357.4pp |
| Employer contribution / active EE | $1,055 | $5,620-81.2% | $4,952-78.7% | $4,741-77.7% |
| Participant deferral / active EE | $7,101 | $6,447+10.1% | $5,638+25.9% | $6,401+10.9% |
| Admin fee / account holder | $40 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |