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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 | $50,487 | $165,399-69.5% | $149,745-66.3% | $158,982-68.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.52% | 348.34%-333.8pp | 276.72%-262.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,342 | $7,183-53.5% | $6,843-51.2% | $5,983-44.1% |
| Admin fee / account holder | -$5 | $10,811-100.0% | $9,312-100.1% | $11,252-100.0% |