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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 | $152,785 | $106,923+42.9% | $84,023+81.8% | $152,909-0.1% |
| Participation rate | 75.0% | 75.3%-0.3pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 25.84% | 105.02%-79.2pp | 71.32%-45.5pp | 345.46%-319.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,415 | $4,013+10.0% | $3,239+36.3% | $5,851-24.6% |
| Admin fee / account holder | $7 | $8,289-99.9% | $6,102-99.9% | $11,601-99.9% |