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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 | $63,033 | $138,078-54.3% | $125,363-49.7% | $134,509-53.1% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | 35.65% | 750.49%-714.8pp | 572.15%-536.5pp | 418.13%-382.5pp |
| Employer contribution / active EE | $871 | $5,245-83.4% | $4,815-81.9% | $4,741-81.6% |
| Participant deferral / active EE | $5,554 | $7,800-28.8% | $7,447-25.4% | $6,400-13.2% |
| Admin fee / account holder | $271 | $11,566-97.7% | $10,005-97.3% | $11,427-97.6% |