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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 | $172,111-87.6% | $150,298-85.8% | $137,256-84.4% |
| Participation rate | 86.4% | 81.7%+4.6pp | 77.8%+8.6pp | 80.0%+6.4pp |
| Annual return | 113.36% | 69.37%+44.0pp | 62.79%+50.6pp | 220.34%-107.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,448 | $6,166-11.6% | $5,453-0.1% | $6,407-15.0% |
| Admin fee / account holder | $40 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |