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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 | $106,238 | $181,062-41.3% | $158,223-32.9% | $155,188-31.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 30.69% | 57.39%-26.7pp | 52.09%-21.4pp | 148.84%-118.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $26,890 | $6,134+338.3% | $5,467+391.9% | $6,531+311.7% |
| Admin fee / account holder | $119 | $18,825-99.4% | $16,047-99.3% | $14,480-99.2% |