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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 | $38,053 | $197,603-80.7% | $177,827-78.6% | $158,950-76.1% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.7%-0.8pp | 82.0%+5.0pp |
| Annual return | 34.02% | 58.76%-24.7pp | 48.32%-14.3pp | 302.91%-268.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,180 | $8,404+56.8% | $7,713+70.9% | $5,983+120.3% |
| Admin fee / account holder | $185 | $15,402-98.8% | $12,429-98.5% | $11,248-98.4% |