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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 | $106,524-52.8% | $152,301-67.0% | $87,485-42.5% |
| Participation rate | 85.7% | 75.8%+10.0pp | 82.4%+3.3pp | 68.9%+16.8pp |
| Annual return | 23.38% | 26.89%-3.5pp | 80.50%-57.1pp | 26.06%-2.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,001 | $6,525-8.0% | $8,004-25.0% | $4,274+40.4% |
| Admin fee / account holder | $52 | $8,287-99.4% | $14,398-99.6% | $7,775-99.3% |