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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 | $39,179 | $155,555-74.8% | $146,866-73.3% | $155,188-74.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 39.65% | 115.41%-75.8pp | 102.85%-63.2pp | 148.84%-109.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $21,800 | $8,044+171.0% | $7,759+181.0% | $6,531+233.8% |
| Admin fee / account holder | $207 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |