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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 | $42,803 | $162,136-73.6% | $152,301-71.9% | $154,746-72.3% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 21.78% | 91.02%-69.2pp | 80.50%-58.7pp | 172.34%-150.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,555 | $8,341+26.5% | $8,004+31.9% | $6,730+56.8% |
| Admin fee / account holder | $288 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |