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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 | $0 | $227,291-100.0% | $214,702-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 87.5%-87.5pp | 80.8%-80.8pp |
| Annual return | 109.48% | 60.08%+49.4pp | 54.55%+54.9pp | 148.84%-39.4pp |
| Employer contribution / active EE | $842 | $6,772-87.6% | $6,461-87.0% | $4,248-80.2% |
| Participant deferral / active EE | $11,342 | $9,582+18.4% | $9,147+24.0% | $6,531+73.7% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |