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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 | $51,664 | $160,070-67.7% | $147,117-64.9% | $145,897-64.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.01% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,780 | $8,419-43.2% | $8,065-40.7% | $6,689-28.5% |
| Admin fee / account holder | $41 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |