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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 | $39,763 | $181,062-78.0% | $158,223-74.9% | $155,188-74.4% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 19.31% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,512 | $6,134-26.4% | $5,467-17.5% | $6,531-30.9% |
| Admin fee / account holder | $46 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |