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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 | $54,015 | $197,603-72.7% | $177,827-69.6% | $158,950-66.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 65.59% | 58.76%+6.8pp | 48.32%+17.3pp | 302.91%-237.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $15,575 | $8,404+85.3% | $7,713+101.9% | $5,983+160.3% |
| Admin fee / account holder | $8 | $15,402-99.9% | $12,429-99.9% | $11,248-99.9% |