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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 | $48,243 | $183,539-73.7% | $155,556-69.0% | $145,897-66.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.51% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $994 | $5,315-81.3% | $4,675-78.8% | $4,663-78.7% |
| Participant deferral / active EE | $2,561 | $6,467-60.4% | $5,631-54.5% | $6,689-61.7% |
| Admin fee / account holder | $24 | $19,275-99.9% | $15,885-99.8% | $13,390-99.8% |