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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 | $32,102 | $93,598-65.7% | $135,974-76.4% | $75,173-57.3% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 22.08% | 30.89%-8.8pp | 68.30%-46.2pp | 160.72%-138.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,024 | $6,405+40.9% | $7,760+16.3% | $4,126+118.7% |
| Admin fee / account holder | $141 | $6,978-98.0% | $10,767-98.7% | $5,651-97.5% |