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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 | $34,388 | $148,629-76.9% | $135,982-74.7% | $139,487-75.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 24.63% | 79.33%-54.7pp | 68.32%-43.7pp | 373.84%-349.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,180 | $8,102+1.0% | $7,760+5.4% | $6,713+21.9% |
| Admin fee / account holder | $261 | $12,406-97.9% | $10,767-97.6% | $11,407-97.7% |