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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 | $53,090 | $107,809-50.8% | $97,032-45.3% | $155,188-65.8% |
| Participation rate | 85.7% | 75.5%+10.2pp | 71.6%+14.1pp | 80.8%+4.9pp |
| Annual return | 44.48% | 38.06%+6.4pp | 35.38%+9.1pp | 148.84%-104.4pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,375 | $5,129+160.7% | $4,672+186.3% | $6,531+104.8% |
| Admin fee / account holder | $50 | $10,717-99.5% | $9,418-99.5% | $14,480-99.7% |