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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 | $9,137 | $95,959-90.5% | $97,411-90.6% | $138,895-93.4% |
| Participation rate | 87.5% | 81.8%+5.7pp | 80.4%+7.1pp | 79.9%+7.6pp |
| Annual return | 22.45% | 29.30%-6.8pp | 34.72%-12.3pp | 145.39%-122.9pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,195 | $5,876-11.6% | $5,886-11.7% | $6,396-18.8% |
| Admin fee / account holder | $84 | $7,555-98.9% | $7,145-98.8% | $12,562-99.3% |