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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 | $67,565 | $65,712+2.8% | $57,196+18.1% | $273,972-75.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.41% | 22.01%-16.6pp | 14.59%-9.2pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,548 | $3,782+152.5% | $3,096+208.4% | $5,287+80.6% |
| Admin fee / account holder | $226 | $4,838-95.3% | $3,141-92.8% | $10,133-97.8% |