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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 | $156,398-68.2% | $147,318-66.3% | $138,895-64.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 17.79% | 78.75%-61.0pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,499 | $8,237-9.0% | $7,906-5.2% | $6,396+17.2% |
| Admin fee / account holder | $129 | $14,976-99.1% | $13,708-99.1% | $12,562-99.0% |