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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 | $131,271 | $135,956-3.4% | $123,894+6.0% | $273,972-52.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.22% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $15,219 | $6,343+139.9% | $5,984+154.3% | $5,287+187.8% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |