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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 | $45,152 | $99,875-54.8% | $146,866-69.3% | $86,983-48.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.5%+19.3pp |
| Annual return | 24.69% | 28.10%-3.4pp | 102.85%-78.2pp | 25.83%-1.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,784 | $6,322+70.6% | $7,759+39.0% | $4,194+157.1% |
| Admin fee / account holder | $202 | $7,838-97.4% | $13,620-98.5% | $7,856-97.4% |