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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 | $6,582 | $88,815-92.6% | $81,882-92.0% | $145,897-95.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 17.49% | 1033.75%-1016.3pp | 779.47%-762.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $103 | $3,086-96.7% | $2,916-96.5% | $4,663-97.8% |
| Participant deferral / active EE | $2,874 | $4,647-38.2% | $4,323-33.5% | $6,689-57.0% |
| Admin fee / account holder | $151 | $8,434-98.2% | $7,360-97.9% | $13,390-98.9% |