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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 | $45,092 | $127,387-64.6% | $115,038-60.8% | $125,389-64.0% |
| Participation rate | 94.7% | 84.2%+10.6pp | 81.4%+13.4pp | 83.2%+11.5pp |
| Annual return | -1.85% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,155 | $6,423-50.9% | $6,026-47.6% | $5,352-41.0% |
| Admin fee / account holder | $8 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |