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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 | $97,111 | $165,399-41.3% | $149,745-35.1% | $158,982-38.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 16.11% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,935 | $7,183-3.5% | $6,843+1.3% | $5,983+15.9% |
| Admin fee / account holder | $38 | $10,811-99.6% | $9,312-99.6% | $11,252-99.7% |