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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 | $170,352 | $124,330+37.0% | $109,173+56.0% | $167,536+1.7% |
| Participation rate | 71.4% | 79.5%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 12.78% | 26.04%-13.3pp | 25.75%-13.0pp | 478.82%-466.0pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,185 | $5,256+17.7% | $4,654+32.9% | $6,342-2.5% |
| Admin fee / account holder | $38 | $7,974-99.5% | $6,755-99.4% | $12,315-99.7% |