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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 | $87,811 | $127,387-31.1% | $115,038-23.7% | $125,389-30.0% |
| Participation rate | 94.1% | 84.2%+10.0pp | 81.4%+12.8pp | 83.2%+10.9pp |
| Annual return | 1.09% | 31.28%-30.2pp | 26.14%-25.1pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,096 | $6,423-51.8% | $6,026-48.6% | $5,352-42.1% |
| Admin fee / account holder | $124 | $9,516-98.7% | $8,175-98.5% | $9,541-98.7% |