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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 | $49,029 | $202,342-75.8% | $172,753-71.6% | $152,909-67.9% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 20.90% | 1029.88%-1009.0pp | 803.00%-782.1pp | 345.46%-324.6pp |
| Employer contribution / active EE | $1,007 | $5,857-82.8% | $5,144-80.4% | $4,764-78.9% |
| Participant deferral / active EE | $2,782 | $5,948-53.2% | $5,198-46.5% | $5,851-52.5% |
| Admin fee / account holder | $213 | $17,112-98.8% | $13,956-98.5% | $11,601-98.2% |