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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 | $40,549 | $162,136-75.0% | $152,301-73.4% | $154,746-73.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.40% | 91.02%-71.6pp | 80.50%-61.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $22,000 | $8,341+163.8% | $8,004+174.9% | $6,730+226.9% |
| Admin fee / account holder | $66 | $15,759-99.6% | $14,398-99.5% | $14,365-99.5% |