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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 | $23,275 | $114,119-79.6% | $107,187-78.3% | $138,895-83.2% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.9pp | 79.9%+9.0pp |
| Annual return | 20.14% | 273.21%-253.1pp | 204.55%-184.4pp | 145.39%-125.2pp |
| Employer contribution / active EE | $824 | $4,059-79.7% | $3,782-78.2% | $4,194-80.4% |
| Participant deferral / active EE | $1,967 | $5,538-64.5% | $5,096-61.4% | $6,396-69.2% |
| Admin fee / account holder | $15 | $10,024-99.9% | $9,162-99.8% | $12,562-99.9% |