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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 | $21,092 | $181,062-88.4% | $158,223-86.7% | $155,188-86.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 21.19% | 57.39%-36.2pp | 52.09%-30.9pp | 148.84%-127.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,223 | $6,134-14.9% | $5,467-4.5% | $6,531-20.0% |
| Admin fee / account holder | $51 | $18,825-99.7% | $16,047-99.7% | $14,480-99.6% |