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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 | $165,081 | $78,707+109.7% | $117,861+40.1% | $70,126+135.4% |
| Participation rate | 78.6% | 73.2%+5.4pp | 79.7%-1.1pp | 69.5%+9.0pp |
| Annual return | 23.90% | 23.30%+0.6pp | 335.11%-311.2pp | 73.15%-49.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,892 | $3,297+169.7% | $4,482+98.4% | $3,332+166.9% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |