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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 | $11,510 | $172,111-93.3% | $150,298-92.3% | $137,256-91.6% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 25.83% | 69.37%-43.5pp | 62.79%-37.0pp | 220.34%-194.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,331 | $6,166+2.7% | $5,453+16.1% | $6,407-1.2% |
| Admin fee / account holder | $243 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |