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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 | $74,279 | $202,342-63.3% | $172,752-57.0% | $152,897-51.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 25.22% | 1029.83%-1004.6pp | 802.97%-777.8pp | 345.43%-320.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,377 | $5,948+24.0% | $5,198+41.9% | $5,851+26.1% |
| Admin fee / account holder | $27 | $17,111-99.8% | $13,955-99.8% | $11,599-99.8% |