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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 | $20,433 | $162,136-87.4% | $152,301-86.6% | $154,746-86.8% |
| Participation rate | 89.5% | 84.1%+5.4pp | 82.4%+7.0pp | 80.7%+8.8pp |
| Annual return | 19.50% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,242 | $8,341-37.2% | $8,004-34.5% | $6,730-22.1% |
| Admin fee / account holder | $80 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |