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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 | $179,989 | $217,432-17.2% | $185,849-3.2% | $167,536+7.4% |
| Participation rate | 70.0% | 86.1%-16.1pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 14.79% | 148.42%-133.6pp | 122.10%-107.3pp | 478.82%-464.0pp |
| Employer contribution / active EE | $364 | $5,875-93.8% | $5,169-93.0% | $4,839-92.5% |
| Participant deferral / active EE | $2,817 | $6,357-55.7% | $5,569-49.4% | $6,342-55.6% |
| Admin fee / account holder | $17 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |