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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 | $23,480 | $209,336-88.8% | $197,124-88.1% | $137,256-82.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.41% | 48.09%-20.7pp | 44.34%-16.9pp | 220.34%-192.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,104 | $9,614-5.3% | $9,135-0.3% | $6,407+42.1% |
| Admin fee / account holder | $113 | $17,308-99.3% | $16,298-99.3% | $12,270-99.1% |