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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 | $59,475 | $202,342-70.6% | $172,752-65.6% | $152,897-61.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.34% | 1029.83%-1008.5pp | 802.97%-781.6pp | 345.43%-324.1pp |
| Employer contribution / active EE | $1,136 | $5,858-80.6% | $5,144-77.9% | $4,764-76.2% |
| Participant deferral / active EE | $4,875 | $5,948-18.0% | $5,198-6.2% | $5,851-16.7% |
| Admin fee / account holder | $113 | $17,111-99.3% | $13,955-99.2% | $11,599-99.0% |