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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 | $25,318 | $154,228-83.6% | $145,433-82.6% | $137,256-81.6% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 33.66% | 74.59%-40.9pp | 66.58%-32.9pp | 220.34%-186.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,582 | $8,216+41.0% | $7,897+46.7% | $6,407+80.8% |
| Admin fee / account holder | $51 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |