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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 | $162,136-79.3% | $152,301-78.0% | $154,746-78.3% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 14.18% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,052 | $8,341+8.5% | $8,004+13.1% | $6,730+34.5% |
| Admin fee / account holder | $191 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |