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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 | $25,060 | $225,673-88.9% | $203,872-87.7% | $155,188-83.9% |
| Participation rate | 81.3% | 80.3%+0.9pp | 77.8%+3.4pp | 80.8%+0.4pp |
| Annual return | 23.01% | 95.91%-72.9pp | 85.11%-62.1pp | 148.84%-125.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,320 | $6,893+35.2% | $6,388+45.9% | $6,531+42.7% |
| Admin fee / account holder | $104 | $12,327-99.2% | $11,730-99.1% | $14,480-99.3% |