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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 | $35,333 | $180,749-80.5% | $160,784-78.0% | $137,256-74.3% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 20.77% | 2234.46%-2213.7pp | 1803.92%-1783.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,481 | $6,844-19.9% | $6,293-12.9% | $6,407-14.5% |
| Admin fee / account holder | $152 | $10,397-98.5% | $9,717-98.4% | $12,270-98.8% |