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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 | $21,411 | $185,312-88.4% | $161,489-86.7% | $154,746-86.2% |
| Participation rate | 86.4% | 82.5%+3.9pp | 78.7%+7.7pp | 80.7%+5.7pp |
| Annual return | 113.36% | 103.84%+9.5pp | 89.72%+23.6pp | 172.34%-59.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,448 | $6,350-14.2% | $5,630-3.2% | $6,730-19.1% |
| Admin fee / account holder | $40 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |