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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 | $96,485 | $202,342-52.3% | $172,753-44.1% | $152,909-36.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 22.30% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.2pp |
| Employer contribution / active EE | $948 | $5,857-83.8% | $5,144-81.6% | $4,764-80.1% |
| Participant deferral / active EE | $4,720 | $5,948-20.6% | $5,198-9.2% | $5,851-19.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |