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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 | $19,217 | $100,970-81.0% | $96,576-80.1% | $137,256-86.0% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 61.58% | 38.16%+23.4pp | 38.47%+23.1pp | 220.34%-158.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,711 | $8,286-6.9% | $7,956-3.1% | $6,407+20.4% |
| Admin fee / account holder | $37 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |