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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 | $77,226 | $157,276-50.9% | $141,177-45.3% | $152,885-49.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 15.35% | 64.33%-49.0pp | 71.40%-56.1pp | 345.39%-330.0pp |
| Employer contribution / active EE | $888 | $5,262-83.1% | $4,736-81.3% | $4,763-81.4% |
| Participant deferral / active EE | $9,500 | $7,110+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |