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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 | $68,981 | $134,817-48.8% | $123,973-44.4% | $155,188-55.5% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.7%+5.2pp | 80.8%+1.0pp |
| Annual return | 15.41% | 515.49%-500.1pp | 388.13%-372.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,919 | $5,706+38.8% | $5,247+50.9% | $6,531+21.2% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |