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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 | $50,329 | $106,749-52.9% | $145,433-65.4% | $82,448-39.0% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 23.38% | 27.59%-4.2pp | 66.58%-43.2pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,001 | $6,519-7.9% | $7,897-24.0% | $4,139+45.0% |
| Admin fee / account holder | $52 | $8,390-99.4% | $13,129-99.6% | $7,234-99.3% |