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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 | $42,474 | $199,109-78.7% | $173,730-75.6% | $154,746-72.6% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 26.56% | 20.02%+6.5pp | 19.96%+6.6pp | 172.34%-145.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,741 | $7,113-33.3% | $6,326-25.1% | $6,730-29.6% |
| Admin fee / account holder | $135 | $20,916-99.4% | $17,523-99.2% | $14,365-99.1% |