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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 | $62,617 | $83,045-24.6% | $130,045-51.8% | $71,511-12.4% |
| Participation rate | 76.1% | 74.1%+2.0pp | 78.5%-2.4pp | 67.9%+8.2pp |
| Annual return | 15.87% | 20.61%-4.7pp | -137.30%+153.2pp | 28.86%-13.0pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,992 | $4,436-10.0% | $5,820-31.4% | $4,291-7.0% |
| Admin fee / account holder | $293 | $1,727-83.0% | $10,600-97.2% | $1,588-81.5% |