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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 | $11,613 | $107,809-89.2% | $97,032-88.0% | $155,188-92.5% |
| Participation rate | 76.9% | 75.5%+1.4pp | 71.6%+5.4pp | 80.8%-3.9pp |
| Annual return | 19.29% | 38.06%-18.8pp | 35.38%-16.1pp | 148.84%-129.5pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,224 | $5,129-56.7% | $4,672-52.4% | $6,531-66.0% |
| Admin fee / account holder | $20 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |