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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 | $37,154 | $76,371-51.4% | $93,621-60.3% | $72,975-49.1% |
| Participation rate | 77.4% | 71.8%+5.7pp | 75.8%+1.6pp | 69.5%+7.9pp |
| Annual return | 19.45% | 25.82%-6.4pp | 32.76%-13.3pp | 81.01%-61.6pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,042 | $3,538-14.0% | $4,070-25.2% | $3,608-15.7% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |