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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 | $74,153 | $153,311-51.6% | $109,313-32.2% | $273,972-72.9% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 13.13% | 29.86%-16.7pp | 22.07%-8.9pp | 41.46%-28.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,053 | $3,932+130.2% | $3,166+185.9% | $5,287+71.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |