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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 | $53,895 | $101,302-46.8% | $149,600-64.0% | $82,637-34.8% |
| Participation rate | 92.2% | 72.5%+19.7pp | 77.2%+15.0pp | 68.1%+24.1pp |
| Annual return | 21.78% | 21.39%+0.4pp | 129.59%-107.8pp | 53.51%-31.7pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $4,193-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,210 | $5,589+100.6% | $7,203+55.6% | $4,126+171.7% |
| Admin fee / account holder | $78 | $8,449-99.1% | $13,963-99.4% | $7,339-98.9% |