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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 | $22,499 | $156,398-85.6% | $147,318-84.7% | $138,895-83.8% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 21.73% | 78.75%-57.0pp | 70.43%-48.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,087 | $8,237-38.2% | $7,906-35.7% | $6,396-20.5% |
| Admin fee / account holder | $240 | $14,976-98.4% | $13,708-98.3% | $12,562-98.1% |