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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 | $15,887 | $55,684-71.5% | $75,900-79.1% | $72,976-78.2% |
| Participation rate | 88.2% | 61.1%+27.1pp | 69.3%+18.9pp | 69.5%+18.7pp |
| Annual return | 27.76% | 27.60%+0.2pp | 30.73%-3.0pp | 81.02%-53.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,260 | $2,634+23.8% | $3,604-9.5% | $3,608-9.6% |
| Admin fee / account holder | $59 | $3,981-98.5% | $5,421-98.9% | $5,124-98.9% |