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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 | $71,269 | $88,707-19.7% | $74,184-3.9% | $273,972-74.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 4.85% | 11.94%-7.1pp | 17.74%-12.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,372 | $4,212+27.5% | $3,550+51.3% | $5,287+1.6% |
| Admin fee / account holder | $219 | $8,717-97.5% | $5,586-96.1% | $10,133-97.8% |