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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 | $64,221 | $217,432-70.5% | $185,849-65.4% | $167,536-61.7% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 14.43% | 148.42%-134.0pp | 122.10%-107.7pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,155 | $5,875-80.3% | $5,169-77.7% | $4,839-76.1% |
| Participant deferral / active EE | $2,866 | $6,357-54.9% | $5,569-48.5% | $6,342-54.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |