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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 | $51,133 | $162,136-68.5% | $152,301-66.4% | $154,746-67.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.12% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,365 | $8,341+12.3% | $8,004+17.0% | $6,730+39.1% |
| Admin fee / account holder | $117 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |