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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 | $23,593 | $165,381-85.7% | $149,730-84.2% | $158,966-85.2% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.6pp |
| Annual return | 21.41% | 348.29%-326.9pp | 276.70%-255.3pp | 302.95%-281.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,428 | $7,182-24.4% | $6,843-20.7% | $5,983-9.3% |
| Admin fee / account holder | $263 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |