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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 | $21,063 | $155,555-86.5% | $146,866-85.7% | $155,188-86.4% |
| Participation rate | 72.2% | 84.0%-11.7pp | 82.5%-10.3pp | 80.8%-8.6pp |
| Annual return | 19.97% | 115.41%-95.4pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,763 | $8,044-15.9% | $7,759-12.8% | $6,531+3.5% |
| Admin fee / account holder | $51 | $14,755-99.7% | $13,620-99.6% | $14,480-99.6% |