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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 | $22,332 | $155,555-85.6% | $146,866-84.8% | $155,188-85.6% |
| Participation rate | 92.3% | 84.0%+8.4pp | 82.5%+9.8pp | 80.8%+11.5pp |
| Annual return | 23.14% | 115.41%-92.3pp | 102.85%-79.7pp | 148.84%-125.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,682 | $8,044-29.4% | $7,759-26.8% | $6,531-13.0% |
| Admin fee / account holder | $38 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |