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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 | $28,177 | $135,956-79.3% | $123,894-77.3% | $273,972-89.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 9.04% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,001 | $6,343-36.9% | $5,984-33.1% | $5,287-24.3% |
| Admin fee / account holder | $5 | $9,817-100.0% | $8,357-99.9% | $10,133-100.0% |