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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 | $38,495 | $60,349-36.2% | $74,184-48.1% | $62,881-38.8% |
| Participation rate | 82.4% | 72.7%+9.6pp | 76.6%+5.7pp | 69.3%+13.0pp |
| Annual return | 18.66% | 21.38%-2.7pp | 17.74%+0.9pp | 20.14%-1.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,148 | $2,856+255.3% | $3,550+185.9% | $3,203+216.8% |
| Admin fee / account holder | $288 | $4,261-93.2% | $5,586-94.8% | $4,296-93.3% |