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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 | $140,162 | $209,425-33.1% | $178,499-21.5% | $158,966-11.8% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 23.84% | 188.80%-165.0pp | 151.10%-127.3pp | 302.95%-279.1pp |
| Employer contribution / active EE | $1,059 | $5,707-81.4% | $5,011-78.9% | $4,762-77.8% |
| Participant deferral / active EE | $2,542 | $5,955-57.3% | $5,202-51.1% | $5,983-57.5% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |