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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 | $68,909 | $202,342-65.9% | $172,752-60.1% | $152,897-54.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.25% | 1029.83%-1007.6pp | 802.97%-780.7pp | 345.43%-323.2pp |
| Employer contribution / active EE | $808 | $5,858-86.2% | $5,144-84.3% | $4,764-83.0% |
| Participant deferral / active EE | $2,903 | $5,948-51.2% | $5,198-44.1% | $5,851-50.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |