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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 | $30,174 | $148,582-79.7% | $135,942-77.8% | $139,456-78.4% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 21.61% | 79.26%-57.6pp | 68.28%-46.7pp | 373.45%-351.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,000 | $8,101+35.8% | $7,759+41.8% | $6,711+63.9% |
| Admin fee / account holder | $117 | $12,402-99.1% | $10,764-98.9% | $11,407-99.0% |