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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 | $44,736 | $160,028-72.0% | $147,080-69.6% | $145,884-69.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 22.20% | 98.60%-76.4pp | 420.17%-398.0pp | 551.85%-529.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,915 | $8,422+100.8% | $8,066+109.7% | $6,690+152.9% |
| Admin fee / account holder | $152 | $15,030-99.0% | $12,989-98.8% | $13,392-98.9% |