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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 | $162,967-86.3% | $135,792-83.5% | $138,895-83.9% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.6%+7.4pp | 79.9%+0.1pp |
| Annual return | 23.84% | 30.08%-6.2pp | 25.96%-2.1pp | 145.39%-121.6pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,315 | $5,640+12.0% | $4,759+32.7% | $6,396-1.3% |
| Admin fee / account holder | $46 | $15,306-99.7% | $12,266-99.6% | $12,562-99.6% |