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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 | $119,778 | $202,342-40.8% | $172,753-30.7% | $152,909-21.7% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 20.69% | 1029.88%-1009.2pp | 803.00%-782.3pp | 345.46%-324.8pp |
| Employer contribution / active EE | $549 | $5,857-90.6% | $5,144-89.3% | $4,764-88.5% |
| Participant deferral / active EE | $3,520 | $5,948-40.8% | $5,198-32.3% | $5,851-39.8% |
| Admin fee / account holder | $28 | $17,112-99.8% | $13,956-99.8% | $11,601-99.8% |