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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 | $35,333 | $182,442-80.6% | $163,379-78.4% | $138,895-74.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 20.77% | 72.74%-52.0pp | 63.41%-42.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,481 | $6,817-19.6% | $6,282-12.7% | $6,396-14.3% |
| Admin fee / account holder | $152 | $10,396-98.5% | $9,818-98.5% | $12,562-98.8% |