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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 | $64,220 | $156,398-58.9% | $147,318-56.4% | $138,895-53.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 19.67% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,934 | $8,237+57.0% | $7,906+63.6% | $6,396+102.2% |
| Admin fee / account holder | $299 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |