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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 | $87,816 | $201,370-56.4% | $184,256-52.3% | $145,897-39.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.90% | 29.05%-13.1pp | 28.85%-12.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,979 | $9,808+62.9% | $9,133+75.0% | $6,689+138.9% |
| Admin fee / account holder | $241 | $16,364-98.5% | $13,899-98.3% | $13,390-98.2% |