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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 | $62,408 | $99,345-37.2% | $84,753-26.4% | $273,972-77.2% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 14.59% | 22.93%-8.3pp | 22.78%-8.2pp | 41.46%-26.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,267 | $4,270-23.5% | $3,712-12.0% | $5,287-38.2% |
| Admin fee / account holder | $67 | $6,645-99.0% | $5,333-98.7% | $10,133-99.3% |