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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 | $99,481 | $217,432-54.2% | $185,849-46.5% | $167,536-40.6% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 24.46% | 148.42%-124.0pp | 122.10%-97.6pp | 478.82%-454.4pp |
| Employer contribution / active EE | $1,000 | $5,875-83.0% | $5,169-80.7% | $4,839-79.3% |
| Participant deferral / active EE | $2,376 | $6,357-62.6% | $5,569-57.3% | $6,342-62.5% |
| Admin fee / account holder | $9 | $19,818-100.0% | $16,244-99.9% | $12,315-99.9% |