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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 | $60,691 | $79,025-23.2% | - | $273,972-77.8% |
| Participation rate | 94.7% | 74.3%+20.4pp | - | 83.0%+11.7pp |
| Annual return | 7.56% | 18.58%-11.0pp | - | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $4,094-100.0% | - | $4,869-100.0% |
| Participant deferral / active EE | $3,847 | $3,420+12.5% | - | $5,287-27.2% |
| Admin fee / account holder | $225 | $13,337-98.3% | - | $10,133-97.8% |