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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 | $47,549 | $217,432-78.1% | $185,849-74.4% | $167,536-71.6% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 16.83% | 148.42%-131.6pp | 122.10%-105.3pp | 478.82%-462.0pp |
| Employer contribution / active EE | $4 | $5,875-99.9% | $5,169-99.9% | $4,839-99.9% |
| Participant deferral / active EE | $5,970 | $6,357-6.1% | $5,569+7.2% | $6,342-5.9% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |