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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 | $79,506 | $227,399-65.0% | $189,758-58.1% | $198,609-60.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 19.60% | 61.03%-41.4pp | 52.62%-33.0pp | 202.70%-183.1pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,164 | $6,837+92.6% | $5,856+124.8% | $6,977+88.7% |
| Admin fee / account holder | $94 | $25,162-99.6% | $20,388-99.5% | $19,030-99.5% |