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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 | $209,336-47.1% | $197,124-43.8% | $137,256-19.3% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 18.75% | 48.09%-29.3pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,934 | $9,614+34.5% | $9,135+41.6% | $6,407+101.9% |
| Admin fee / account holder | $58 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |