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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 | $43,642 | $45,043-3.1% | $63,005-30.7% | $70,124-37.8% |
| Participation rate | 96.2% | 69.5%+26.6pp | 74.8%+21.3pp | 69.5%+26.6pp |
| Annual return | 24.85% | 18.76%+6.1pp | 87.59%-62.7pp | 73.14%-48.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,578 | $2,466+45.1% | $3,329+7.5% | $3,332+7.4% |
| Admin fee / account holder | $18 | $2,833-99.3% | $3,599-99.5% | $4,645-99.6% |