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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 | $154,228-36.4% | $145,433-32.6% | $137,256-28.6% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 182.11% | 74.59%+107.5pp | 66.58%+115.5pp | 220.34%-38.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,902 | $8,216+57.0% | $7,897+63.4% | $6,407+101.4% |
| Admin fee / account holder | $195 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |