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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 | $67,684 | $217,432-68.9% | $185,849-63.6% | $167,536-59.6% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 15.59% | 148.42%-132.8pp | 122.10%-106.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,806 | $6,357-55.9% | $5,569-49.6% | $6,342-55.8% |
| Admin fee / account holder | $85 | $19,818-99.6% | $16,244-99.5% | $12,315-99.3% |