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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 | $59,681 | $159,978-62.7% | $147,041-59.4% | $145,978-59.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.90% | 98.36%-81.5pp | 419.21%-402.3pp | 550.52%-533.6pp |
| Employer contribution / active EE | $1,018 | $5,288-80.8% | $4,935-79.4% | $4,662-78.2% |
| Participant deferral / active EE | $6,245 | $8,429-25.9% | $8,071-22.6% | $6,690-6.6% |
| Admin fee / account holder | $223 | $15,053-98.5% | $13,006-98.3% | $13,400-98.3% |