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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 | $66,041 | $217,432-69.6% | $185,849-64.5% | $167,536-60.6% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 10.21% | 148.42%-138.2pp | 122.10%-111.9pp | 478.82%-468.6pp |
| Employer contribution / active EE | $205 | $5,875-96.5% | $5,169-96.0% | $4,839-95.8% |
| Participant deferral / active EE | $3,250 | $6,357-48.9% | $5,569-41.6% | $6,342-48.8% |
| Admin fee / account holder | $211 | $19,818-98.9% | $16,244-98.7% | $12,315-98.3% |