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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 | $46,088 | $138,312-66.7% | $122,979-62.5% | $155,188-70.3% |
| Participation rate | 78.6% | 80.2%-1.6pp | 77.2%+1.4pp | 80.8%-2.2pp |
| Annual return | 22.33% | 22.06%+0.3pp | 20.12%+2.2pp | 148.84%-126.5pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,606 | $5,592+196.9% | $5,003+231.9% | $6,531+154.3% |
| Admin fee / account holder | $63 | $15,089-99.6% | $12,864-99.5% | $14,480-99.6% |