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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 | $34,838 | $202,342-82.8% | $172,753-79.8% | $152,909-77.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 15.82% | 1029.88%-1014.1pp | 803.00%-787.2pp | 345.46%-329.6pp |
| Employer contribution / active EE | $599 | $5,857-89.8% | $5,144-88.4% | $4,764-87.4% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,198+92.4% | $5,851+70.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |