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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 | $65,033 | $154,228-57.8% | $145,433-55.3% | $137,256-52.6% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 19.43% | 74.59%-55.2pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,145 | $8,216+60.0% | $7,897+66.4% | $6,407+105.2% |
| Admin fee / account holder | $122 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |