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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 | $32,086 | $80,992-60.4% | $96,534-66.8% | $75,173-57.3% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 21.80% | 27.05%-5.3pp | 25.88%-4.1pp | 160.72%-138.9pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,608 | $3,929+68.2% | $4,851+36.2% | $4,126+60.1% |
| Admin fee / account holder | $3 | $6,717-100.0% | $8,253-100.0% | $5,651-99.9% |