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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 | $77,746 | $202,345-61.6% | $172,755-55.0% | $152,885-49.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 25.28% | 1029.77%-1004.5pp | 802.94%-777.7pp | 345.39%-320.1pp |
| Employer contribution / active EE | $1,045 | $5,858-82.2% | $5,144-79.7% | $4,763-78.1% |
| Participant deferral / active EE | $2,904 | $5,948-51.2% | $5,198-44.1% | $5,851-50.4% |
| Admin fee / account holder | $15 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |