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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 | $38,012 | $156,398-75.7% | $147,318-74.2% | $138,895-72.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.49% | 78.75%-52.3pp | 70.43%-43.9pp | 145.39%-118.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,709 | $8,237+66.4% | $7,906+73.4% | $6,396+114.3% |
| Admin fee / account holder | $64 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |