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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 | $158,369 | $196,972-19.6% | $182,262-13.1% | $198,609-20.3% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 16.53% | 158.27%-141.7pp | 140.60%-124.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $950 | $5,364-82.3% | $5,046-81.2% | $5,055-81.2% |
| Participant deferral / active EE | $17,038 | $8,643+97.1% | $8,276+105.9% | $6,977+144.2% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |