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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 | $23,584 | $211,239-88.8% | $178,528-86.8% | $145,877-83.8% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 28.46% | 30.22%-1.8pp | 27.11%+1.4pp | 551.28%-522.8pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,171 | $6,963-25.7% | $6,278-17.6% | $6,691-22.7% |
| Admin fee / account holder | $108 | $12,095-99.1% | $10,419-99.0% | $13,402-99.2% |