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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 | $53,898 | $146,267-63.2% | $197,124-72.7% | $82,448-34.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 86.7%+2.2pp | 68.1%+20.8pp |
| Annual return | 24.63% | 29.61%-5.0pp | 44.34%-19.7pp | 41.64%-17.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,429 | $7,035+133.5% | $9,135+79.9% | $4,139+296.9% |
| Admin fee / account holder | $52 | $14,422-99.6% | $16,298-99.7% | $7,234-99.3% |