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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 | $18,352 | $78,690-76.7% | $161,489-88.6% | $87,485-79.0% |
| Participation rate | 86.5% | 67.5%+19.0pp | 78.7%+7.8pp | 68.9%+17.6pp |
| Annual return | 28.15% | 32.74%-4.6pp | 89.72%-61.6pp | 26.06%+2.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,320 | $3,311+90.9% | $5,630+12.3% | $4,274+47.9% |
| Admin fee / account holder | $141 | $6,724-97.9% | $16,006-99.1% | $7,775-98.2% |