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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 | $42,089 | $202,342-79.2% | $172,753-75.6% | $152,909-72.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 18.90% | 1029.88%-1011.0pp | 803.00%-784.1pp | 345.46%-326.6pp |
| Employer contribution / active EE | $984 | $5,857-83.2% | $5,144-80.9% | $4,764-79.3% |
| Participant deferral / active EE | $2,422 | $5,948-59.3% | $5,198-53.4% | $5,851-58.6% |
| Admin fee / account holder | $118 | $17,112-99.3% | $13,956-99.2% | $11,601-99.0% |