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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 | $31,833 | $202,342-84.3% | $172,752-81.6% | $152,897-79.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 17.99% | 1029.83%-1011.8pp | 802.97%-785.0pp | 345.43%-327.4pp |
| Employer contribution / active EE | $452 | $5,858-92.3% | $5,144-91.2% | $4,764-90.5% |
| Participant deferral / active EE | $2,328 | $5,948-60.9% | $5,198-55.2% | $5,851-60.2% |
| Admin fee / account holder | $174 | $17,111-99.0% | $13,955-98.8% | $11,599-98.5% |