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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 | $34,460 | $90,486-61.9% | $78,676-56.2% | $273,972-87.4% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 5.56% | 75.62%-70.1pp | 62.19%-56.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,301 | $3,901+10.2% | $3,517+22.3% | $5,287-18.7% |
| Admin fee / account holder | $204 | $5,263-96.1% | $4,510-95.5% | $10,133-98.0% |