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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 | $39,142 | $162,136-75.9% | $152,301-74.3% | $154,746-74.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.43% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,215 | $8,341-1.5% | $8,004+2.6% | $6,730+22.1% |
| Admin fee / account holder | $80 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |