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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 | $26,326 | $183,592-85.7% | $155,574-83.1% | $145,877-82.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.36% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,200 | $6,466+11.3% | $5,629+27.9% | $6,691+7.6% |
| Admin fee / account holder | $51 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |