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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 | $21,522 | $155,555-86.2% | $146,866-85.3% | $155,188-86.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 22.24% | 115.41%-93.2pp | 102.85%-80.6pp | 148.84%-126.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,781 | $8,044-53.0% | $7,759-51.3% | $6,531-42.1% |
| Admin fee / account holder | $44 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |