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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 | $156,398-87.6% | $147,318-86.8% | $138,895-86.0% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 25.12% | 78.75%-53.6pp | 70.43%-45.3pp | 145.39%-120.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,672 | $8,237-43.3% | $7,906-40.9% | $6,396-27.0% |
| Admin fee / account holder | $44 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |