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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 | $11,952 | $174,379-93.1% | $152,093-92.1% | $138,895-91.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 19.85% | 74.86%-55.0pp | 66.36%-46.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,269 | $6,159-63.2% | $5,451-58.4% | $6,396-64.5% |
| Admin fee / account holder | $297 | $16,880-98.2% | $14,497-97.9% | $12,562-97.6% |