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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 | $53,369 | $155,555-65.7% | $146,866-63.7% | $155,188-65.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 19.51% | 115.41%-95.9pp | 102.85%-83.3pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,627 | $8,044+57.0% | $7,759+62.7% | $6,531+93.3% |
| Admin fee / account holder | $92 | $14,755-99.4% | $13,620-99.3% | $14,480-99.4% |