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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 | $39,718 | $202,342-80.4% | $172,753-77.0% | $152,909-74.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.12% | 1029.88%-1008.8pp | 803.00%-781.9pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,144 | $5,857-80.5% | $5,144-77.8% | $4,764-76.0% |
| Participant deferral / active EE | $9,450 | $5,948+58.9% | $5,198+81.8% | $5,851+61.5% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |