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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 | $69,518 | $217,432-68.0% | $185,851-62.6% | $167,553-58.5% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 23.85% | 148.43%-124.6pp | 122.11%-98.3pp | 478.89%-455.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,098 | $6,357-51.3% | $5,569-44.4% | $6,343-51.2% |
| Admin fee / account holder | $15 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |