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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 | $20,915 | $156,398-86.6% | $147,318-85.8% | $138,895-84.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 205.78% | 78.75%+127.0pp | 70.43%+135.3pp | 145.39%+60.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,627 | $8,237-56.0% | $7,906-54.1% | $6,396-43.3% |
| Admin fee / account holder | $27 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |