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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 | $72,989 | $185,312-60.6% | $161,489-54.8% | $154,746-52.8% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 24.94% | 103.84%-78.9pp | 89.72%-64.8pp | 172.34%-147.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,798 | $6,350+117.3% | $5,630+145.1% | $6,730+105.0% |
| Admin fee / account holder | $5 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |