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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 | $30,505 | $93,589-67.4% | $135,942-77.6% | $75,181-59.4% |
| Participation rate | 78.9% | 75.2%+3.7pp | 81.9%-3.0pp | 67.2%+11.7pp |
| Annual return | 20.85% | 30.90%-10.1pp | 68.28%-47.4pp | 160.69%-139.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,557 | $6,405+2.4% | $7,759-15.5% | $4,126+58.9% |
| Admin fee / account holder | $142 | $6,977-98.0% | $10,764-98.7% | $5,650-97.5% |