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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 | $185,883-100.0% | $170,043-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 37.52% | 60.54%-23.0pp | 53.40%-15.9pp | 373.66%-336.1pp |
| Employer contribution / active EE | $1,043 | $7,596-86.3% | $6,790-84.6% | $4,754-78.1% |
| Participant deferral / active EE | $10,000 | $11,626-14.0% | $10,410-3.9% | $6,712+49.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |