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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 | $34,885 | $102,609-66.0% | $98,090-64.4% | $138,895-74.9% |
| Participation rate | 90.9% | 82.8%+8.1pp | 81.5%+9.4pp | 79.9%+11.0pp |
| Annual return | 16.79% | 36.44%-19.6pp | 37.05%-20.3pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,595 | $8,167+29.7% | $7,845+35.1% | $6,396+65.6% |
| Admin fee / account holder | $211 | $11,434-98.2% | $11,815-98.2% | $12,562-98.3% |