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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 | $58,848+22.3% | $88,179-18.4% | $82,637-12.9% |
| Participation rate | 86.8% | 57.9%+28.9pp | 69.1%+17.7pp | 68.1%+18.8pp |
| Annual return | 21.41% | 22.76%-1.4pp | 64.97%-43.6pp | 53.51%-32.1pp |
| Employer contribution / active EE | $26 | $1,678-98.5% | $2,549-99.0% | $2,552-99.0% |
| Participant deferral / active EE | $14,735 | $3,124+371.7% | $4,614+219.4% | $4,126+257.1% |
| Admin fee / account holder | $168 | $4,795-96.5% | $7,673-97.8% | $7,339-97.7% |