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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 | $74,245 | $165,361-55.1% | $149,715-50.4% | $158,950-53.3% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 18.88% | 348.24%-329.4pp | 276.66%-257.8pp | 302.91%-284.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,080 | $7,182-29.3% | $6,842-25.8% | $5,983-15.1% |
| Admin fee / account holder | $266 | $10,808-97.5% | $9,310-97.1% | $11,248-97.6% |