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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 | $20,870 | $155,555-86.6% | $146,866-85.8% | $155,188-86.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 178.01% | 115.41%+62.6pp | 102.85%+75.2pp | 148.84%+29.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,193 | $8,044-10.6% | $7,759-7.3% | $6,531+10.1% |
| Admin fee / account holder | $118 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |