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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 | $88,961 | $183,539-51.5% | $155,556-42.8% | $145,897-39.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 14.14% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $587 | $5,315-88.9% | $4,675-87.4% | $4,663-87.4% |
| Participant deferral / active EE | $11,156 | $6,467+72.5% | $5,631+98.1% | $6,689+66.8% |
| Admin fee / account holder | $175 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |