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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 | $17,873 | $155,555-88.5% | $146,866-87.8% | $155,188-88.5% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 55.85% | 115.41%-59.6pp | 102.85%-47.0pp | 148.84%-93.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,191 | $8,044-35.5% | $7,759-33.1% | $6,531-20.5% |
| Admin fee / account holder | $244 | $14,755-98.3% | $13,620-98.2% | $14,480-98.3% |