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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 | $227,291-85.4% | $214,702-84.5% | $155,188-78.6% |
| Participation rate | 87.5% | 88.0%-0.5pp | 87.5%0pp | 80.8%+6.7pp |
| Annual return | 147.48% | 60.08%+87.4pp | 54.55%+92.9pp | 148.84%-1.4pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,774 | $9,582-18.9% | $9,147-15.0% | $6,531+19.0% |
| Admin fee / account holder | $52 | $20,413-99.7% | $19,830-99.7% | $14,480-99.6% |