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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 | $45,108 | $202,342-77.7% | $172,752-73.9% | $152,897-70.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 28.66% | 1029.83%-1001.2pp | 802.97%-774.3pp | 345.43%-316.8pp |
| Employer contribution / active EE | $941 | $5,858-83.9% | $5,144-81.7% | $4,764-80.2% |
| Participant deferral / active EE | $3,465 | $5,948-41.8% | $5,198-33.3% | $5,851-40.8% |
| Admin fee / account holder | $40 | $17,111-99.8% | $13,955-99.7% | $11,599-99.7% |