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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 | $29,304 | $155,555-81.2% | $146,866-80.0% | $155,188-81.1% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.5%-6.0pp | 80.8%-4.3pp |
| Annual return | 26.79% | 115.41%-88.6pp | 102.85%-76.1pp | 148.84%-122.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,630 | $8,044+19.7% | $7,759+24.1% | $6,531+47.4% |
| Admin fee / account holder | $74 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |