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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 | $93,972 | $183,516-48.8% | $155,534-39.6% | $145,884-35.6% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 18.21% | 61.43%-43.2pp | 64.92%-46.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,027 | $6,467+8.7% | $5,630+24.8% | $6,690+5.0% |
| Admin fee / account holder | $152 | $19,293-99.2% | $15,900-99.0% | $13,392-98.9% |