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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 | $185,312-85.3% | $161,489-83.2% | $154,746-82.4% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 25.71% | 103.84%-78.1pp | 89.72%-64.0pp | 172.34%-146.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,240 | $6,350+45.5% | $5,630+64.1% | $6,730+37.3% |
| Admin fee / account holder | $38 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |