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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 | $63,663 | $106,864-40.4% | $147,318-56.8% | $82,637-23.0% |
| Participation rate | 81.3% | 75.5%+5.7pp | 82.1%-0.8pp | 68.1%+13.2pp |
| Annual return | 17.81% | 27.49%-9.7pp | 70.43%-52.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,785 | $6,496+4.4% | $7,906-14.2% | $4,126+64.4% |
| Admin fee / account holder | $196 | $8,415-97.7% | $13,708-98.6% | $7,339-97.3% |