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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 | $35,883 | $88,707-59.5% | $74,184-51.6% | $273,972-86.9% |
| Participation rate | 73.9% | 79.4%-5.5pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 37.34% | 11.94%+25.4pp | 17.74%+19.6pp | 41.46%-4.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,735 | $4,212-11.3% | $3,550+5.2% | $5,287-29.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |