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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 | $24,093 | $123,155-80.4% | $108,753-77.8% | $155,188-84.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 16.58% | 44.73%-28.2pp | 37.47%-20.9pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,916 | $4,623-58.6% | $4,115-53.4% | $6,531-70.7% |
| Admin fee / account holder | $298 | $12,126-97.5% | $10,320-97.1% | $14,480-97.9% |