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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 | $106,864-57.7% | $147,318-69.4% | $82,637-45.4% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 24.69% | 27.49%-2.8pp | 70.43%-45.7pp | 53.51%-28.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,784 | $6,496+66.0% | $7,906+36.4% | $4,126+161.4% |
| Admin fee / account holder | $202 | $8,415-97.6% | $13,708-98.5% | $7,339-97.2% |