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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 | $197,637-80.7% | $177,848-78.6% | $158,982-76.1% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.7%-0.8pp | 82.0%+5.0pp |
| Annual return | 34.02% | 58.77%-24.8pp | 48.33%-14.3pp | 302.99%-269.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,180 | $8,405+56.8% | $7,714+70.9% | $5,983+120.3% |
| Admin fee / account holder | $185 | $15,406-98.8% | $12,431-98.5% | $11,252-98.4% |