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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 | $65,986 | $199,109-66.9% | $173,730-62.0% | $154,746-57.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 21.25% | 20.02%+1.2pp | 19.96%+1.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,908 | $7,113+53.4% | $6,326+72.4% | $6,730+62.1% |
| Admin fee / account holder | $122 | $20,916-99.4% | $17,523-99.3% | $14,365-99.2% |