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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 | $42,346 | $201,370-79.0% | $184,256-77.0% | $145,897-71.0% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 14.40% | 29.05%-14.7pp | 28.85%-14.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,051 | $9,808-48.5% | $9,133-44.7% | $6,689-24.5% |
| Admin fee / account holder | $247 | $16,364-98.5% | $13,899-98.2% | $13,390-98.2% |