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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 | $40,875 | $157,276-74.0% | $141,177-71.0% | $152,885-73.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.54% | 64.33%-40.8pp | 71.40%-47.9pp | 345.39%-321.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,350 | $7,110-52.9% | $6,710-50.1% | $5,851-42.7% |
| Admin fee / account holder | $4 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |