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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 | $30,101 | $159,978-81.2% | $147,041-79.5% | $145,978-79.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.04% | 98.36%-85.3pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $848 | $5,288-84.0% | $4,935-82.8% | $4,662-81.8% |
| Participant deferral / active EE | $3,975 | $8,429-52.8% | $8,071-50.8% | $6,690-40.6% |
| Admin fee / account holder | $158 | $15,053-99.0% | $13,006-98.8% | $13,400-98.8% |