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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 | $24,016 | $135,956-82.3% | $123,894-80.6% | $273,972-91.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 14.75% | 56.63%-41.9pp | 47.52%-32.8pp | 41.46%-26.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,263 | $6,343+61.8% | $5,984+71.5% | $5,287+94.1% |
| Admin fee / account holder | $139 | $9,817-98.6% | $8,357-98.3% | $10,133-98.6% |