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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 | $118,304 | $183,592-35.6% | $155,574-24.0% | $145,877-18.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.39% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $221 | $5,317-95.8% | $4,676-95.3% | $4,663-95.3% |
| Participant deferral / active EE | $4,600 | $6,466-28.9% | $5,629-18.3% | $6,691-31.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |