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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 | $48,293 | $185,830-74.0% | $170,004-71.6% | $139,427-65.4% |
| Participation rate | 77.3% | 87.8%-10.5pp | 87.0%-9.7pp | 80.3%-3.0pp |
| Annual return | 17.52% | 60.52%-43.0pp | 53.39%-35.9pp | 373.27%-355.8pp |
| Employer contribution / active EE | $0 | $7,591-100.0% | $6,786-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $6,807 | $11,622-41.4% | $10,408-34.6% | $6,711+1.4% |
| Admin fee / account holder | $35 | $15,381-99.8% | $12,816-99.7% | $11,404-99.7% |