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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 | $33,581 | $196,972-83.0% | $182,262-81.6% | $198,609-83.1% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 14.18% | 158.27%-144.1pp | 140.60%-126.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,052 | $8,643+4.7% | $8,276+9.4% | $6,977+29.7% |
| Admin fee / account holder | $191 | $18,429-99.0% | $16,712-98.9% | $19,030-99.0% |