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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 | $19,328 | $81,358-76.2% | $155,556-87.6% | $80,959-76.1% |
| Participation rate | 91.7% | 66.3%+25.4pp | 78.2%+13.4pp | 67.7%+24.0pp |
| Annual return | 16.49% | 33.39%-16.9pp | 64.84%-48.3pp | 35.67%-19.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,673 | $3,455+93.1% | $5,631+18.5% | $4,300+55.2% |
| Admin fee / account holder | $19 | $7,994-99.8% | $15,885-99.9% | $6,925-99.7% |