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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 | $85,509 | $165,381-48.3% | $149,730-42.9% | $158,966-46.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 9.26% | 348.29%-339.0pp | 276.70%-267.4pp | 302.95%-293.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,037 | $7,182+25.8% | $6,843+32.1% | $5,983+51.0% |
| Admin fee / account holder | $144 | $10,809-98.7% | $9,310-98.5% | $11,250-98.7% |