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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 | $106,818 | $176,120-39.3% | $159,487-33.0% | $167,553-36.2% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 12.45% | 331.95%-319.5pp | 263.71%-251.3pp | 478.89%-466.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,110 | $7,752+4.6% | $7,354+10.3% | $6,343+27.9% |
| Admin fee / account holder | $124 | $12,561-99.0% | $10,804-98.9% | $12,316-99.0% |