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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 | $92,108 | $201,372-54.3% | $184,260-50.0% | $145,884-36.9% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 18.12% | 29.04%-10.9pp | 28.84%-10.7pp | 551.85%-533.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,857 | $9,808+51.5% | $9,133+62.7% | $6,690+122.1% |
| Admin fee / account holder | $28 | $16,362-99.8% | $13,898-99.8% | $13,392-99.8% |