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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 | $152,946 | $125,184+22.2% | $105,607+44.8% | $145,884+4.8% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 10.44% | 225.00%-214.6pp | 116.11%-105.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $563 | $3,720-84.9% | $3,167-82.2% | $4,662-87.9% |
| Participant deferral / active EE | $2,271 | $5,714-60.3% | $5,011-54.7% | $6,690-66.0% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |