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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 | $24,880 | $155,555-84.0% | $146,866-83.1% | $155,188-84.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 21.91% | 115.41%-93.5pp | 102.85%-80.9pp | 148.84%-126.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,563 | $8,044+18.9% | $7,759+23.2% | $6,531+46.4% |
| Admin fee / account holder | $75 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |