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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 | $37,761 | $160,070-76.4% | $147,117-74.3% | $145,897-74.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 17.65% | 98.69%-81.0pp | 420.54%-402.9pp | 552.29%-534.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,995 | $8,419+113.7% | $8,065+123.1% | $6,689+169.0% |
| Admin fee / account holder | $50 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |