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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 | $24,813 | $81,276-69.5% | $155,574-84.1% | $80,925-69.3% |
| Participation rate | 81.5% | 66.2%+15.2pp | 78.2%+3.3pp | 67.7%+13.8pp |
| Annual return | 16.71% | 33.36%-16.6pp | 64.87%-48.2pp | 35.65%-18.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,262 | $3,453+52.4% | $5,629-6.5% | $4,299+22.4% |
| Admin fee / account holder | $36 | $7,993-99.5% | $15,914-99.8% | $6,940-99.5% |