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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 | $184,014-76.9% | $161,149-73.6% | $138,895-69.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.8%-7.4pp | 79.9%-8.5pp |
| Annual return | 26.56% | 21.52%+5.0pp | 21.16%+5.4pp | 145.39%-118.8pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,741 | $6,909-31.4% | $6,153-23.0% | $6,396-25.9% |
| Admin fee / account holder | $135 | $18,027-99.3% | $15,194-99.1% | $12,562-98.9% |