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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 | $54,150 | $202,345-73.2% | $172,755-68.7% | $152,885-64.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 21.07% | 1029.77%-1008.7pp | 802.94%-781.9pp | 345.39%-324.3pp |
| Employer contribution / active EE | $955 | $5,858-83.7% | $5,144-81.4% | $4,763-79.9% |
| Participant deferral / active EE | $2,268 | $5,948-61.9% | $5,198-56.4% | $5,851-61.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |