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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 | $34,432 | $183,539-81.2% | $155,556-77.9% | $145,897-76.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.56% | 61.31%-50.7pp | 64.84%-54.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,357 | $6,467-32.6% | $5,631-22.6% | $6,689-34.9% |
| Admin fee / account holder | $133 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |