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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 | $45,263 | $202,342-77.6% | $172,753-73.8% | $152,909-70.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.88% | 1029.88%-1015.0pp | 803.00%-788.1pp | 345.46%-330.6pp |
| Employer contribution / active EE | $719 | $5,857-87.7% | $5,144-86.0% | $4,764-84.9% |
| Participant deferral / active EE | $4,750 | $5,948-20.1% | $5,198-8.6% | $5,851-18.8% |
| Admin fee / account holder | $230 | $17,112-98.7% | $13,956-98.4% | $11,601-98.0% |