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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 | $34,501 | $202,342-82.9% | $172,752-80.0% | $152,897-77.4% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.5%-10.2pp |
| Annual return | 27.04% | 1029.83%-1002.8pp | 802.97%-775.9pp | 345.43%-318.4pp |
| Employer contribution / active EE | $1,152 | $5,858-80.3% | $5,144-77.6% | $4,764-75.8% |
| Participant deferral / active EE | $5,798 | $5,948-2.5% | $5,198+11.5% | $5,851-0.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |