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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 | $24,093 | $115,225-79.1% | $100,712-76.1% | $138,895-82.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 16.58% | 40.35%-23.8pp | 33.27%-16.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,916 | $4,699-59.2% | $4,085-53.1% | $6,396-70.1% |
| Admin fee / account holder | $298 | $10,844-97.3% | $9,256-96.8% | $12,562-97.6% |