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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 | $60,287 | $154,228-60.9% | $145,433-58.5% | $137,256-56.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 25.08% | 74.59%-49.5pp | 66.58%-41.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,110 | $8,216+83.9% | $7,897+91.3% | $6,407+135.8% |
| Admin fee / account holder | $250 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |