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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 | $43,113 | $172,111-75.0% | $150,298-71.3% | $137,256-68.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 20.12% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,867 | $6,166+92.5% | $5,453+117.6% | $6,407+85.2% |
| Admin fee / account holder | $124 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |