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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 | $33,176 | $223,823-85.2% | $211,142-84.3% | $154,746-78.6% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 147.48% | 50.39%+97.1pp | 46.84%+100.6pp | 172.34%-24.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,774 | $9,750-20.3% | $9,284-16.3% | $6,730+15.5% |
| Admin fee / account holder | $52 | $19,707-99.7% | $19,076-99.7% | $14,365-99.6% |