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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 | $72,726 | $196,972-63.1% | $182,262-60.1% | $198,609-63.4% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 17.73% | 158.27%-140.5pp | 140.60%-122.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,570 | $8,643-35.6% | $8,276-32.7% | $6,977-20.2% |
| Admin fee / account holder | $97 | $18,429-99.5% | $16,712-99.4% | $19,030-99.5% |