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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 | $27,430 | $160,070-82.9% | $147,117-81.4% | $145,897-81.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.61% | 98.69%-83.1pp | 420.54%-404.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,365 | $8,419+35.0% | $8,065+40.9% | $6,689+69.9% |
| Admin fee / account holder | $10 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |