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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 | $100,160 | $157,304-36.3% | $141,197-29.1% | $152,909-34.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 22.76% | 64.34%-41.6pp | 71.41%-48.6pp | 345.46%-322.7pp |
| Employer contribution / active EE | $720 | $5,263-86.3% | $4,736-84.8% | $4,764-84.9% |
| Participant deferral / active EE | $3,874 | $7,111-45.5% | $6,710-42.3% | $5,851-33.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |