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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 | $159,715 | $106,247+50.3% | $96,515+65.5% | $139,466+14.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 15.06% | 38.47%-23.4pp | 35.73%-20.7pp | 373.66%-358.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,418 | $5,456+54.3% | $4,880+72.5% | $6,712+25.4% |
| Admin fee / account holder | $33 | $7,885-99.6% | $6,735-99.5% | $11,409-99.7% |