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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 | $58,770 | $209,428-71.9% | $178,498-67.1% | $158,950-63.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.04% | 188.78%-177.7pp | 151.09%-140.1pp | 302.91%-291.9pp |
| Employer contribution / active EE | $1,114 | $5,707-80.5% | $5,011-77.8% | $4,762-76.6% |
| Participant deferral / active EE | $5,289 | $5,955-11.2% | $5,202+1.7% | $5,983-11.6% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |