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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 | $46,983 | $185,830-74.7% | $170,004-72.4% | $139,427-66.3% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 19.68% | 60.52%-40.8pp | 53.39%-33.7pp | 373.27%-353.6pp |
| Employer contribution / active EE | $1,226 | $7,591-83.8% | $6,786-81.9% | $4,752-74.2% |
| Participant deferral / active EE | $3,603 | $11,622-69.0% | $10,408-65.4% | $6,711-46.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |