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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 | $275,752-59.9% | $256,809-56.9% | $198,609-44.3% |
| Participation rate | 91.7% | 89.2%+2.5pp | 88.5%+3.1pp | 82.4%+9.3pp |
| Annual return | 18.75% | 34.81%-16.1pp | 32.73%-14.0pp | 202.70%-183.9pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,934 | $10,037+28.9% | $9,520+35.9% | $6,977+85.4% |
| Admin fee / account holder | $58 | $25,716-99.8% | $25,146-99.8% | $19,030-99.7% |