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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 | $22,472 | $202,440-88.9% | $169,390-86.7% | $139,466-83.9% |
| Participation rate | 72.7% | 81.1%-8.4pp | 77.2%-4.4pp | 80.3%-7.6pp |
| Annual return | 22.91% | 532.36%-509.5pp | 406.07%-383.2pp | 373.66%-350.8pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,175 | $6,940-68.7% | $6,222-65.1% | $6,712-67.6% |
| Admin fee / account holder | $268 | $10,722-97.5% | $9,015-97.0% | $11,409-97.6% |