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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 | $177,953 | $100,060+77.8% | $149,721+18.9% | $70,126+153.8% |
| Participation rate | 86.1% | 83.6%+2.5pp | 87.1%-1.0pp | 69.5%+16.6pp |
| Annual return | 20.69% | 27.46%-6.8pp | 1501.67%-1481.0pp | 73.15%-52.5pp |
| Employer contribution / active EE | $1,022 | $3,661-72.1% | $5,444-81.2% | $2,343-56.4% |
| Participant deferral / active EE | $14,279 | $4,982+186.6% | $6,568+117.4% | $3,332+328.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |