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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 | $56,546 | $176,794-68.0% | $146,647-61.4% | $167,553-66.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 16.65% | 24.04%-7.4pp | 22.75%-6.1pp | 478.89%-462.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,444 | $6,440-15.5% | $5,506-1.1% | $6,343-14.2% |
| Admin fee / account holder | $30 | $13,262-99.8% | $10,281-99.7% | $12,316-99.8% |