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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 | $50,047 | $232,540-78.5% | $185,117-73.0% | $147,586-66.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.31% | 43.03%-32.7pp | 40.50%-30.2pp | 578.59%-568.3pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,033 | $5,834+3.4% | $5,045+19.6% | $5,439+10.9% |
| Admin fee / account holder | $10 | $10,275-99.9% | $8,159-99.9% | $10,886-99.9% |