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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 | $26,301 | $162,136-83.8% | $152,301-82.7% | $154,746-83.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 28.04% | 91.02%-63.0pp | 80.50%-52.5pp | 172.34%-144.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,401 | $8,341+36.7% | $8,004+42.4% | $6,730+69.4% |
| Admin fee / account holder | $24 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |