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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 | $28,084 | $209,336-86.6% | $197,124-85.8% | $137,256-79.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.11% | 48.09%-28.0pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,127 | $9,614+5.3% | $9,135+10.9% | $6,407+58.1% |
| Admin fee / account holder | $139 | $17,308-99.2% | $16,298-99.1% | $12,270-98.9% |