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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 | $27,160 | $181,062-85.0% | $158,223-82.8% | $155,188-82.5% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 25.71% | 57.39%-31.7pp | 52.09%-26.4pp | 148.84%-123.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,240 | $6,134+50.6% | $5,467+69.0% | $6,531+41.5% |
| Admin fee / account holder | $38 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |