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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 | $74,488 | $197,637-62.3% | $177,848-58.1% | $158,982-53.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.7pp |
| Annual return | 25.69% | 58.77%-33.1pp | 48.33%-22.6pp | 302.99%-277.3pp |
| Employer contribution / active EE | $1,184 | $6,698-82.3% | $5,919-80.0% | $4,763-75.1% |
| Participant deferral / active EE | $5,187 | $8,405-38.3% | $7,714-32.8% | $5,983-13.3% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |