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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 | $23,120 | $181,062-87.2% | $158,223-85.4% | $155,188-85.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 20.38% | 57.39%-37.0pp | 52.09%-31.7pp | 148.84%-128.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,101 | $6,134+32.1% | $5,467+48.2% | $6,531+24.0% |
| Admin fee / account holder | $53 | $18,825-99.7% | $16,047-99.7% | $14,480-99.6% |