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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 | $88,754-92.6% | $81,820-92.0% | $145,877-95.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 17.49% | 1031.77%-1014.3pp | 777.93%-760.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $103 | $3,085-96.7% | $2,915-96.5% | $4,663-97.8% |
| Participant deferral / active EE | $2,874 | $4,648-38.2% | $4,323-33.5% | $6,691-57.0% |
| Admin fee / account holder | $151 | $8,424-98.2% | $7,391-98.0% | $13,402-98.9% |