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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 | $24,897 | $106,524-76.6% | $152,301-83.7% | $87,485-71.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 25.85% | 26.89%-1.0pp | 80.50%-54.7pp | 26.06%-0.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,260 | $6,525-19.4% | $8,004-34.3% | $4,274+23.1% |
| Admin fee / account holder | $153 | $8,287-98.2% | $14,398-98.9% | $7,775-98.0% |