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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 | $117,866 | $135,956-13.3% | $123,894-4.9% | $273,972-57.0% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 8.66% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,006 | $6,343-52.6% | $5,984-49.8% | $5,287-43.1% |
| Admin fee / account holder | $278 | $9,817-97.2% | $8,357-96.7% | $10,133-97.3% |