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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 | $64,014 | $174,379-63.3% | $152,093-57.9% | $138,895-53.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 18.31% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,150 | $6,159-65.1% | $5,451-60.6% | $6,396-66.4% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |