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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 | $29,641 | $183,516-83.8% | $155,534-80.9% | $145,884-79.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.47% | 61.43%-43.0pp | 64.92%-46.5pp | 551.85%-533.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,799 | $6,467+5.1% | $5,630+20.8% | $6,690+1.6% |
| Admin fee / account holder | $143 | $19,293-99.3% | $15,900-99.1% | $13,392-98.9% |