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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 | $30,351 | $149,741-79.7% | $118,914-74.5% | $158,982-80.9% |
| Participation rate | 95.8% | 82.1%+13.7pp | 75.4%+20.4pp | 82.0%+13.9pp |
| Annual return | 30.69% | 19.94%+10.7pp | 35.89%-5.2pp | 302.99%-272.3pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,604 | $5,226+122.1% | $4,266+172.0% | $5,983+93.9% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |