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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 | $40,014 | $198,457-79.8% | $170,435-76.5% | $147,586-72.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.21% | 257.30%-235.1pp | 205.94%-183.7pp | 578.59%-556.4pp |
| Employer contribution / active EE | $1,193 | $6,183-80.7% | $5,432-78.0% | $4,876-75.5% |
| Participant deferral / active EE | $3,909 | $5,629-30.6% | $4,939-20.9% | $5,439-28.1% |
| Admin fee / account holder | $55 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |