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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 | $27,638 | $160,040-82.7% | $147,096-81.2% | $145,877-81.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.20% | 98.49%-82.3pp | 419.75%-403.5pp | 551.28%-535.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,013 | $8,429-64.3% | $8,071-62.7% | $6,691-55.0% |
| Admin fee / account holder | $61 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |