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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 | $130,511 | $185,312-29.6% | $161,489-19.2% | $154,746-15.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.11% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,814 | $6,350+23.1% | $5,630+38.8% | $6,730+16.1% |
| Admin fee / account holder | $246 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |