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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 | $25,840 | $160,040-83.9% | $147,096-82.4% | $145,877-82.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.21% | 98.49%-84.3pp | 419.75%-405.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,404 | $8,429-59.6% | $8,071-57.8% | $6,691-49.1% |
| Admin fee / account holder | $140 | $15,050-99.1% | $13,005-98.9% | $13,402-99.0% |