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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 | $156,398-37.3% | $147,318-33.5% | $138,895-29.4% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.1pp | 79.9%-1.0pp |
| Annual return | 182.11% | 78.75%+103.4pp | 70.43%+111.7pp | 145.39%+36.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,902 | $8,237+56.6% | $7,906+63.2% | $6,396+101.7% |
| Admin fee / account holder | $195 | $14,976-98.7% | $13,708-98.6% | $12,562-98.4% |