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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 | $88,310 | $197,625-55.3% | $177,840-50.3% | $158,966-44.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 18.81% | 58.76%-40.0pp | 48.32%-29.5pp | 302.95%-284.1pp |
| Employer contribution / active EE | $1,394 | $6,698-79.2% | $5,919-76.4% | $4,762-70.7% |
| Participant deferral / active EE | $5,547 | $8,405-34.0% | $7,714-28.1% | $5,983-7.3% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |