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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 | $54,831 | $190,916-71.3% | $160,037-65.7% | $134,545-59.2% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.0%+16.1pp | 81.2%+12.9pp |
| Annual return | 912.11% | 552.79%+359.3pp | 408.95%+503.2pp | 418.37%+493.7pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,726 | $6,925-2.9% | $6,184+8.8% | $6,401+5.1% |
| Admin fee / account holder | $284 | $10,497-97.3% | $8,716-96.7% | $11,431-97.5% |