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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 | $76,407-76.0% | $150,298-87.8% | $82,448-77.7% |
| Participation rate | 86.5% | 66.4%+20.1pp | 77.8%+8.7pp | 68.1%+18.4pp |
| Annual return | 28.15% | 39.99%-11.8pp | 62.79%-34.6pp | 41.64%-13.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,320 | $3,214+96.6% | $5,453+15.9% | $4,139+52.7% |
| Admin fee / account holder | $141 | $6,352-97.8% | $14,116-99.0% | $7,234-98.1% |