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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 | $27,624 | $115,903-76.2% | $100,528-72.5% | $158,966-82.6% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.4pp | 82.0%+10.9pp |
| Annual return | 24.89% | 34.80%-9.9pp | 30.90%-6.0pp | 302.95%-278.1pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,308 | $6,677-5.5% | $6,271+0.6% | $5,983+5.4% |
| Admin fee / account holder | $134 | $11,000-98.8% | $8,084-98.3% | $11,250-98.8% |