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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 | $106,864-76.7% | $147,318-83.1% | $82,637-69.9% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 25.85% | 27.49%-1.6pp | 70.43%-44.6pp | 53.51%-27.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,260 | $6,496-19.0% | $7,906-33.5% | $4,126+27.5% |
| Admin fee / account holder | $153 | $8,415-98.2% | $13,708-98.9% | $7,339-97.9% |