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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 | $40,058 | $102,609-61.0% | $98,090-59.2% | $138,895-71.2% |
| Participation rate | 81.8% | 82.8%-1.0pp | 81.5%+0.3pp | 79.9%+1.9pp |
| Annual return | 111.56% | 36.44%+75.1pp | 37.05%+74.5pp | 145.39%-33.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,183 | $8,167+0.2% | $7,845+4.3% | $6,396+27.9% |
| Admin fee / account holder | $82 | $11,434-99.3% | $11,815-99.3% | $12,562-99.3% |