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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 | $24,847 | $162,136-84.7% | $152,301-83.7% | $154,746-83.9% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 20.42% | 91.02%-70.6pp | 80.50%-60.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,114 | $8,341-26.7% | $8,004-23.6% | $6,730-9.2% |
| Admin fee / account holder | $75 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |