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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 | $43,143 | $198,462-78.3% | $170,439-74.7% | $147,585-70.8% |
| Participation rate | 78.3% | 88.0%-9.7pp | 83.6%-5.3pp | 82.8%-4.6pp |
| Annual return | 15.28% | 257.30%-242.0pp | 205.94%-190.7pp | 578.58%-563.3pp |
| Employer contribution / active EE | $1,026 | $6,184-83.4% | $5,433-81.1% | $4,876-79.0% |
| Participant deferral / active EE | $2,567 | $5,629-54.4% | $4,939-48.0% | $5,439-52.8% |
| Admin fee / account holder | $139 | $16,852-99.2% | $13,881-99.0% | $10,886-98.7% |