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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 | $52,634 | $77,638-32.2% | $156,551-66.4% | $62,881-16.3% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 6.23% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,340 | $3,046+9.7% | $4,871-31.4% | $3,203+4.3% |
| Admin fee / account holder | $82 | $5,561-98.5% | $13,028-99.4% | $4,296-98.1% |