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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 | $40,501 | $202,345-80.0% | $172,755-76.6% | $152,885-73.5% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 22.15% | 1029.77%-1007.6pp | 802.94%-780.8pp | 345.39%-323.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,155 | $5,948-47.0% | $5,198-39.3% | $5,851-46.1% |
| Admin fee / account holder | $81 | $17,111-99.5% | $13,955-99.4% | $11,598-99.3% |