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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 | $73,010 | $197,594-63.1% | $177,822-58.9% | $158,931-54.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 62.42% | 58.76%+3.7pp | 48.32%+14.1pp | 302.86%-240.4pp |
| Employer contribution / active EE | $660 | $6,697-90.1% | $5,918-88.8% | $4,761-86.1% |
| Participant deferral / active EE | $10,578 | $8,405+25.9% | $7,714+37.1% | $5,982+76.8% |
| Admin fee / account holder | $27 | $15,400-99.8% | $12,428-99.8% | $11,247-99.8% |