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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 | $27,222 | $107,368-74.6% | $92,915-70.7% | $152,909-82.2% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.5%-12.5pp |
| Annual return | 22.14% | 145.64%-123.5pp | 109.45%-87.3pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,975 | $4,848+2.6% | $4,238+17.4% | $5,851-15.0% |
| Admin fee / account holder | $41 | $7,082-99.4% | $5,796-99.3% | $11,601-99.7% |