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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 | $98,198 | $209,425-53.1% | $178,499-45.0% | $158,966-38.2% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 23.15% | 188.80%-165.6pp | 151.10%-128.0pp | 302.95%-279.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,972 | $5,955-33.3% | $5,202-23.7% | $5,983-33.6% |
| Admin fee / account holder | $105 | $17,078-99.4% | $13,986-99.2% | $11,250-99.1% |