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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 | $71,954 | $58,057+23.9% | $97,032-25.8% | $86,983-17.3% |
| Participation rate | 86.8% | 60.4%+26.5pp | 71.6%+15.3pp | 69.5%+17.3pp |
| Annual return | 21.41% | 22.26%-0.9pp | 35.38%-14.0pp | 25.83%-4.4pp |
| Employer contribution / active EE | $26 | $1,663-98.5% | $2,629-99.0% | $2,584-99.0% |
| Participant deferral / active EE | $14,735 | $3,244+354.2% | $4,672+215.4% | $4,194+251.3% |
| Admin fee / account holder | $168 | $4,839-96.5% | $9,418-98.2% | $7,856-97.9% |