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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 | $37,761 | $159,978-76.4% | $147,041-74.3% | $145,978-74.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 17.65% | 98.36%-80.7pp | 419.21%-401.6pp | 550.52%-532.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,995 | $8,429+113.5% | $8,071+123.0% | $6,690+169.0% |
| Admin fee / account holder | $50 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |