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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 | $69,615 | $144,130-51.7% | $117,860-40.9% | $147,585-52.8% |
| Participation rate | 94.4% | 83.4%+11.0pp | 79.7%+14.8pp | 82.8%+11.6pp |
| Annual return | 14.65% | 531.20%-516.6pp | 335.10%-320.4pp | 578.58%-563.9pp |
| Employer contribution / active EE | $556 | $4,897-88.7% | $3,786-85.3% | $4,876-88.6% |
| Participant deferral / active EE | $3,769 | $5,316-29.1% | $4,482-15.9% | $5,439-30.7% |
| Admin fee / account holder | $175 | $10,887-98.4% | $8,021-97.8% | $10,886-98.4% |