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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 | $99,875-36.3% | $146,866-56.7% | $86,983-26.8% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.5%-1.3pp | 69.5%+11.7pp |
| Annual return | 17.81% | 28.10%-10.3pp | 102.85%-85.0pp | 25.83%-8.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,785 | $6,322+7.3% | $7,759-12.6% | $4,194+61.8% |
| Admin fee / account holder | $196 | $7,838-97.5% | $13,620-98.6% | $7,856-97.5% |