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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 | $22,344 | $161,352-86.2% | $134,172-83.3% | $137,256-83.7% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.5%+7.5pp | 80.0%0pp |
| Annual return | 23.84% | 28.72%-4.9pp | 25.30%-1.5pp | 220.34%-196.5pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,315 | $5,552+13.7% | $4,690+34.6% | $6,407-1.4% |
| Admin fee / account holder | $46 | $15,028-99.7% | $12,016-99.6% | $12,270-99.6% |