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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 | $40,952 | $202,342-79.8% | $172,753-76.3% | $152,909-73.2% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.5%+11.7pp |
| Annual return | 21.35% | 1029.88%-1008.5pp | 803.00%-781.7pp | 345.46%-324.1pp |
| Employer contribution / active EE | $375 | $5,857-93.6% | $5,144-92.7% | $4,764-92.1% |
| Participant deferral / active EE | $2,529 | $5,948-57.5% | $5,198-51.4% | $5,851-56.8% |
| Admin fee / account holder | $235 | $17,112-98.6% | $13,956-98.3% | $11,601-98.0% |