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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 | $23,903 | $139,948-82.9% | $121,663-80.4% | $154,746-84.6% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 19.90% | 230.52%-210.6pp | 147.54%-127.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,540 | $5,629-19.3% | $4,887-7.1% | $6,730-32.5% |
| Admin fee / account holder | $65 | $17,321-99.6% | $14,289-99.5% | $14,365-99.5% |