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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 | $84,950 | $180,466-52.9% | $154,114-44.9% | $135,382-37.3% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | 12.44% | 888.15%-875.7pp | 735.16%-722.7pp | 519.77%-507.3pp |
| Employer contribution / active EE | $685 | $6,035-88.7% | $5,298-87.1% | $4,779-85.7% |
| Participant deferral / active EE | $2,217 | $5,806-61.8% | $5,081-56.4% | $5,609-60.5% |
| Admin fee / account holder | $30 | $16,144-99.8% | $13,411-99.8% | $10,829-99.7% |