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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 | $110,702 | $223,823-50.5% | $211,142-47.6% | $154,746-28.5% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 18.75% | 50.39%-31.6pp | 46.84%-28.1pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,934 | $9,750+32.7% | $9,284+39.3% | $6,730+92.2% |
| Admin fee / account holder | $58 | $19,707-99.7% | $19,076-99.7% | $14,365-99.6% |