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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 | $42,549 | $76,551-44.4% | $123,894-65.7% | $62,881-32.3% |
| Participation rate | 89.7% | 73.0%+16.8pp | 81.4%+8.3pp | 69.3%+20.4pp |
| Annual return | 9.87% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,240 | $4,840-12.4% | $5,984-29.1% | $3,203+32.4% |
| Admin fee / account holder | $248 | $4,826-94.9% | $8,357-97.0% | $4,296-94.2% |