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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 | $97,289-80.2% | $92,805-79.3% | $155,188-87.6% |
| Participation rate | 90.9% | 84.2%+6.7pp | 83.5%+7.4pp | 80.8%+10.1pp |
| Annual return | 61.58% | 29.03%+32.5pp | 31.59%+30.0pp | 148.84%-87.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,711 | $8,795-12.3% | $8,448-8.7% | $6,531+18.1% |
| Admin fee / account holder | $37 | $12,015-99.7% | $10,911-99.7% | $14,480-99.7% |