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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 | $49,445 | $123,155-59.9% | $108,753-54.5% | $155,188-68.1% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 12.90% | 44.73%-31.8pp | 37.47%-24.6pp | 148.84%-135.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,843 | $4,623-60.1% | $4,115-55.2% | $6,531-71.8% |
| Admin fee / account holder | $149 | $12,126-98.8% | $10,320-98.6% | $14,480-99.0% |