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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 | $103,464 | $226,090-54.2% | $182,531-43.3% | $152,885-32.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 22.24% | 192.57%-170.3pp | 148.57%-126.3pp | 345.39%-323.1pp |
| Employer contribution / active EE | $331 | $4,978-93.3% | $4,075-91.9% | $4,763-93.0% |
| Participant deferral / active EE | $7,600 | $6,369+19.3% | $5,525+37.6% | $5,851+29.9% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |