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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 | $59,751 | $217,432-72.5% | $185,851-67.9% | $167,553-64.3% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 15.74% | 148.43%-132.7pp | 122.11%-106.4pp | 478.89%-463.1pp |
| Employer contribution / active EE | $1,024 | $5,874-82.6% | $5,168-80.2% | $4,840-78.8% |
| Participant deferral / active EE | $10,672 | $6,357+67.9% | $5,569+91.6% | $6,343+68.3% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |