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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 | $22,221 | $127,387-82.6% | $115,038-80.7% | $125,389-82.3% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 3.56% | 31.28%-27.7pp | 26.14%-22.6pp | 282.24%-278.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,725 | $6,423-10.9% | $6,026-5.0% | $5,352+7.0% |
| Admin fee / account holder | $177 | $9,516-98.1% | $8,175-97.8% | $9,541-98.1% |