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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 | $41,820 | $93,598-55.3% | $135,974-69.2% | $75,173-44.4% |
| Participation rate | 80.5% | 75.2%+5.3pp | 81.9%-1.4pp | 67.2%+13.3pp |
| Annual return | 19.44% | 30.89%-11.4pp | 68.30%-48.9pp | 160.72%-141.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,954 | $6,405-7.0% | $7,760-23.3% | $4,126+44.3% |
| Admin fee / account holder | $45 | $6,978-99.4% | $10,767-99.6% | $5,651-99.2% |