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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 | $38,374 | $97,289-60.6% | $92,805-58.7% | $155,188-75.3% |
| Participation rate | 87.5% | 84.2%+3.3pp | 83.5%+4.0pp | 80.8%+6.7pp |
| Annual return | 58.20% | 29.03%+29.2pp | 31.59%+26.6pp | 148.84%-90.6pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,848 | $8,795+23.3% | $8,448+28.4% | $6,531+66.1% |
| Admin fee / account holder | $75 | $12,015-99.4% | $10,911-99.3% | $14,480-99.5% |