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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 | $196,972-78.3% | $182,262-76.5% | $198,609-78.4% |
| Participation rate | 94.1% | 85.7%+8.4pp | 84.2%+9.9pp | 82.4%+11.7pp |
| Annual return | 21.78% | 158.27%-136.5pp | 140.60%-118.8pp | 202.70%-180.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,555 | $8,643+22.1% | $8,276+27.5% | $6,977+51.3% |
| Admin fee / account holder | $288 | $18,429-98.4% | $16,712-98.3% | $19,030-98.5% |