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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 | $85,515 | $198,462-56.9% | $170,439-49.8% | $147,585-42.1% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 23.23% | 257.30%-234.1pp | 205.94%-182.7pp | 578.58%-555.4pp |
| Employer contribution / active EE | $857 | $6,184-86.1% | $5,433-84.2% | $4,876-82.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $223 | $16,852-98.7% | $13,881-98.4% | $10,886-98.0% |