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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 | $60,216 | $152,619-60.5% | $125,195-51.9% | $152,909-60.6% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.5%+10.4pp |
| Annual return | 29.46% | 54.85%-25.4pp | 43.79%-14.3pp | 345.46%-316.0pp |
| Employer contribution / active EE | $265 | $4,947-94.7% | $3,866-93.2% | $4,764-94.4% |
| Participant deferral / active EE | $6,616 | $5,869+12.7% | $4,937+34.0% | $5,851+13.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |