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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 | $127,926 | $202,342-36.8% | $172,752-25.9% | $152,897-16.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.13% | 1029.83%-1007.7pp | 802.97%-780.8pp | 345.43%-323.3pp |
| Employer contribution / active EE | $895 | $5,858-84.7% | $5,144-82.6% | $4,764-81.2% |
| Participant deferral / active EE | $5,135 | $5,948-13.7% | $5,198-1.2% | $5,851-12.2% |
| Admin fee / account holder | $16 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |