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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 | $85,031 | $217,432-60.9% | $185,849-54.2% | $167,536-49.2% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 9.67% | 148.42%-138.7pp | 122.10%-112.4pp | 478.82%-469.1pp |
| Employer contribution / active EE | $688 | $5,875-88.3% | $5,169-86.7% | $4,839-85.8% |
| Participant deferral / active EE | $3,938 | $6,357-38.1% | $5,569-29.3% | $6,342-37.9% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |