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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 | $209,428-80.9% | $178,498-77.5% | $158,950-74.8% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 25.54% | 188.78%-163.2pp | 151.09%-125.6pp | 302.91%-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 | $17,077-98.4% | $13,985-98.0% | $11,248-97.5% |