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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 | $30,995 | $181,062-82.9% | $158,223-80.4% | $155,188-80.0% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 20.24% | 57.39%-37.1pp | 52.09%-31.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,919 | $6,134+12.8% | $5,467+26.6% | $6,531+5.9% |
| Admin fee / account holder | $48 | $18,825-99.7% | $16,047-99.7% | $14,480-99.7% |