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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 | $60,663 | $197,603-69.3% | $177,827-65.9% | $158,950-61.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 14.96% | 58.76%-43.8pp | 48.32%-33.4pp | 302.91%-288.0pp |
| Employer contribution / active EE | $1,405 | $6,698-79.0% | $5,918-76.3% | $4,762-70.5% |
| Participant deferral / active EE | $3,896 | $8,404-53.6% | $7,713-49.5% | $5,983-34.9% |
| Admin fee / account holder | $16 | $15,402-99.9% | $12,429-99.9% | $11,248-99.9% |