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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 | $26,547 | $148,623-82.1% | $135,974-80.5% | $139,466-81.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 34.14% | 79.30%-45.2pp | 68.30%-34.2pp | 373.66%-339.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,281 | $8,103+39.2% | $7,760+45.4% | $6,712+68.1% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |