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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 | $50,739 | $209,425-75.8% | $178,499-71.6% | $158,966-68.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.22% | 188.80%-179.6pp | 151.10%-141.9pp | 302.95%-293.7pp |
| Employer contribution / active EE | $1,015 | $5,707-82.2% | $5,011-79.7% | $4,762-78.7% |
| Participant deferral / active EE | $4,910 | $5,955-17.5% | $5,202-5.6% | $5,983-17.9% |
| Admin fee / account holder | $63 | $17,078-99.6% | $13,986-99.6% | $11,250-99.4% |