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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 | $38,243 | $175,231-78.2% | $149,696-74.5% | $139,466-72.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.58% | 166.77%-147.2pp | 134.46%-114.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $347 | $5,478-93.7% | $4,821-92.8% | $4,754-92.7% |
| Participant deferral / active EE | $2,474 | $6,521-62.1% | $5,682-56.5% | $6,712-63.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |