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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 | $95,803 | $755,339-87.3% | $379,746-74.8% | $158,982-39.7% |
| Participation rate | 82.4% | 81.8%+0.6pp | 78.4%+3.9pp | 82.0%+0.4pp |
| Annual return | 24.96% | 53.41%-28.4pp | 34.90%-9.9pp | 302.99%-278.0pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,906 | $7,938+24.8% | $6,024+64.4% | $5,983+65.6% |
| Admin fee / account holder | $6 | $14,482-100.0% | $7,927-99.9% | $11,252-100.0% |