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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 | $185,312-88.6% | $161,489-86.9% | $154,746-86.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 21.19% | 103.84%-82.7pp | 89.72%-68.5pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,223 | $6,350-17.7% | $5,630-7.2% | $6,730-22.4% |
| Admin fee / account holder | $51 | $18,654-99.7% | $16,006-99.7% | $14,365-99.6% |