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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 | $49,661 | $162,136-69.4% | $152,301-67.4% | $154,746-67.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 17.79% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,499 | $8,341-10.1% | $8,004-6.3% | $6,730+11.4% |
| Admin fee / account holder | $129 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |