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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 | $47,872 | $183,988-74.0% | $162,177-70.5% | $152,897-68.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.99% | 150.79%-129.8pp | 115.60%-94.6pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,152 | $6,370-81.9% | $5,613-79.5% | $4,764-75.8% |
| Participant deferral / active EE | $7,054 | $8,032-12.2% | $7,297-3.3% | $5,851+20.6% |
| Admin fee / account holder | $127 | $13,123-99.0% | $10,843-98.8% | $11,599-98.9% |