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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 | $217,427-60.9% | $185,837-54.2% | $167,518-49.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 9.67% | 148.39%-138.7pp | 122.08%-112.4pp | 478.71%-469.0pp |
| Employer contribution / active EE | $688 | $5,874-88.3% | $5,168-86.7% | $4,838-85.8% |
| Participant deferral / active EE | $3,938 | $6,357-38.1% | $5,568-29.3% | $6,342-37.9% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |