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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 | $40,104 | $209,425-80.9% | $178,499-77.5% | $158,966-74.8% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 25.54% | 188.80%-163.3pp | 151.10%-125.6pp | 302.95%-277.4pp |
| Employer contribution / active EE | $1,070 | $5,707-81.3% | $5,011-78.7% | $4,762-77.5% |
| Participant deferral / active EE | $3,544 | $5,955-40.5% | $5,202-31.9% | $5,983-40.8% |
| Admin fee / account holder | $279 | $17,078-98.4% | $13,986-98.0% | $11,250-97.5% |