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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 | $183,592-81.2% | $155,574-77.9% | $145,877-76.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.56% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,357 | $6,466-32.6% | $5,629-22.6% | $6,691-34.9% |
| Admin fee / account holder | $133 | $19,316-99.3% | $15,914-99.2% | $13,402-99.0% |