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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 | $98,039 | $162,136-39.5% | $152,301-35.6% | $154,746-36.6% |
| Participation rate | 78.9% | 84.1%-5.2pp | 82.4%-3.5pp | 80.7%-1.8pp |
| Annual return | 182.11% | 91.02%+91.1pp | 80.50%+101.6pp | 172.34%+9.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,902 | $8,341+54.7% | $8,004+61.2% | $6,730+91.7% |
| Admin fee / account holder | $195 | $15,759-98.8% | $14,398-98.6% | $14,365-98.6% |