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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 | $79,811 | $160,070-50.1% | $147,117-45.7% | $145,897-45.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.90% | 98.69%-86.8pp | 420.54%-408.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $118 | $5,285-97.8% | $4,932-97.6% | $4,663-97.5% |
| Participant deferral / active EE | $4,153 | $8,419-50.7% | $8,065-48.5% | $6,689-37.9% |
| Admin fee / account holder | $187 | $15,035-98.8% | $12,993-98.6% | $13,390-98.6% |