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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 | $86,050-78.7% | $189,758-90.3% | $94,015-80.5% |
| Participation rate | 86.5% | 68.9%+17.6pp | 79.8%+6.7pp | 70.8%+15.7pp |
| Annual return | 28.15% | 17.77%+10.4pp | 52.62%-24.5pp | 17.84%+10.3pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,320 | $3,349+88.7% | $5,856+7.9% | $4,249+48.7% |
| Admin fee / account holder | $141 | $6,627-97.9% | $20,388-99.3% | $8,951-98.4% |