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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 | $52,808 | $127,387-58.5% | $115,038-54.1% | $125,389-57.9% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -0.85% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,925 | $6,423-38.9% | $6,026-34.9% | $5,352-26.7% |
| Admin fee / account holder | $288 | $9,516-97.0% | $8,175-96.5% | $9,541-97.0% |