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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 | $37,311 | $202,342-81.6% | $172,753-78.4% | $152,909-75.6% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 20.29% | 1029.88%-1009.6pp | 803.00%-782.7pp | 345.46%-325.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,506 | $5,948+9.4% | $5,198+25.2% | $5,851+11.2% |
| Admin fee / account holder | $253 | $17,112-98.5% | $13,956-98.2% | $11,601-97.8% |