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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 | $50,467 | $183,539-72.5% | $155,556-67.6% | $145,897-65.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.79% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $190 | $5,315-96.4% | $4,675-95.9% | $4,663-95.9% |
| Participant deferral / active EE | $3,732 | $6,467-42.3% | $5,631-33.7% | $6,689-44.2% |
| Admin fee / account holder | $101 | $19,275-99.5% | $15,885-99.4% | $13,390-99.2% |