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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 | $113,547 | $175,231-35.2% | $149,696-24.1% | $139,466-18.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.72% | 166.77%-152.1pp | 134.46%-119.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $907 | $5,478-83.4% | $4,821-81.2% | $4,754-80.9% |
| Participant deferral / active EE | $4,656 | $6,521-28.6% | $5,682-18.1% | $6,712-30.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |