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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 | $38,026 | $99,345-61.7% | $84,753-55.1% | $273,972-86.1% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 8.41% | 22.93%-14.5pp | 22.78%-14.4pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,733 | $4,270-12.6% | $3,712+0.6% | $5,287-29.4% |
| Admin fee / account holder | $59 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |