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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 | $72,184 | $155,555-53.6% | $146,866-50.9% | $155,188-53.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 22.24% | 115.41%-93.2pp | 102.85%-80.6pp | 148.84%-126.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,296 | $8,044+139.9% | $7,759+148.7% | $6,531+195.4% |
| Admin fee / account holder | $83 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |