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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 | $28,479 | $185,905-84.7% | $170,057-83.3% | $139,487-79.6% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.6pp |
| Annual return | 20.96% | 60.56%-39.6pp | 53.42%-32.5pp | 373.84%-352.9pp |
| Employer contribution / active EE | $1,037 | $7,597-86.4% | $6,790-84.7% | $4,755-78.2% |
| Participant deferral / active EE | $7,187 | $11,627-38.2% | $10,411-31.0% | $6,713+7.1% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |