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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 | $7,363 | $75,541-90.3% | $152,093-95.2% | $82,637-91.1% |
| Participation rate | 79.3% | 66.5%+12.8pp | 77.8%+1.5pp | 68.1%+11.3pp |
| Annual return | 28.26% | 32.56%-4.3pp | 66.36%-38.1pp | 53.51%-25.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,601 | $3,206+12.3% | $5,451-33.9% | $4,126-12.7% |
| Admin fee / account holder | $110 | $6,405-98.3% | $14,497-99.2% | $7,339-98.5% |