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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 | $101,390 | $127,387-20.4% | $115,038-11.9% | $125,389-19.1% |
| Participation rate | 81.0% | 84.2%-3.2pp | 81.4%-0.4pp | 83.2%-2.2pp |
| Annual return | 12.69% | 31.28%-18.6pp | 26.14%-13.5pp | 282.24%-269.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,528 | $6,423+32.8% | $6,026+41.5% | $5,352+59.4% |
| Admin fee / account holder | $2 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |