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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 | $96,268-44.0% | $143,412-62.4% | $86,983-38.0% |
| Participation rate | 92.2% | 74.6%+17.6pp | 78.5%+13.7pp | 69.5%+22.6pp |
| Annual return | 21.78% | 25.47%-3.7pp | 256.99%-235.2pp | 25.83%-4.1pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,748-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,210 | $6,001+86.8% | $6,816+64.5% | $4,194+167.3% |
| Admin fee / account holder | $78 | $7,778-99.0% | $11,396-99.3% | $7,856-99.0% |