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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 | $24,970 | $183,627-86.4% | $155,602-84.0% | $145,978-82.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.02% | 61.32%-48.3pp | 64.81%-51.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,052 | $6,466+70.9% | $5,629+96.3% | $6,690+65.2% |
| Admin fee / account holder | $178 | $19,327-99.1% | $15,923-98.9% | $13,400-98.7% |