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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 | $20,664 | $175,259-88.2% | $149,723-86.2% | $139,487-85.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 48.65% | 166.82%-118.2pp | 134.50%-85.8pp | 373.84%-325.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,385 | $6,522+13.2% | $5,682+30.0% | $6,713+10.0% |
| Admin fee / account holder | $58 | $16,158-99.6% | $13,215-99.6% | $11,407-99.5% |