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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 | $159,338 | $103,392+54.1% | $87,104+82.9% | $152,897+4.2% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 22.50% | 28.10%-5.6pp | 28.19%-5.7pp | 345.43%-322.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,748 | $4,778+20.3% | $4,048+42.0% | $5,851-1.8% |
| Admin fee / account holder | $6 | $12,194-100.0% | $7,491-99.9% | $11,599-99.9% |