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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 | $19,935 | $154,228-87.1% | $145,433-86.3% | $137,256-85.5% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 19.21% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,751 | $8,216-54.4% | $7,897-52.5% | $6,407-41.5% |
| Admin fee / account holder | $112 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |