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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 | $158,464 | $97,289+62.9% | $92,805+70.7% | $155,188+2.1% |
| Participation rate | 80.0% | 84.2%-4.2pp | 83.5%-3.5pp | 80.8%-0.8pp |
| Annual return | 25.11% | 29.03%-3.9pp | 31.59%-6.5pp | 148.84%-123.7pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $54,800 | $8,795+523.1% | $8,448+548.7% | $6,531+739.1% |
| Admin fee / account holder | $83 | $12,015-99.3% | $10,911-99.2% | $14,480-99.4% |