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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 | $19,384 | $154,228-87.4% | $145,433-86.7% | $137,256-85.9% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 25.12% | 74.59%-49.5pp | 66.58%-41.5pp | 220.34%-195.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,672 | $8,216-43.1% | $7,897-40.8% | $6,407-27.1% |
| Admin fee / account holder | $44 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |