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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 | $159,934-50.1% | $147,005-45.7% | $145,959-45.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.90% | 98.24%-86.3pp | 418.76%-406.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $118 | $5,287-97.8% | $4,934-97.6% | $4,661-97.5% |
| Participant deferral / active EE | $4,153 | $8,427-50.7% | $8,070-48.5% | $6,689-37.9% |
| Admin fee / account holder | $187 | $15,053-98.8% | $13,006-98.6% | $13,398-98.6% |