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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 | $18,497 | $103,164-82.1% | $90,259-79.5% | $154,746-88.0% |
| Participation rate | 83.3% | 76.1%+7.2pp | 70.7%+12.6pp | 80.7%+2.6pp |
| Annual return | 19.07% | 19.25%-0.2pp | 18.88%+0.2pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,982 | $4,422+80.5% | $3,827+108.6% | $6,730+18.6% |
| Admin fee / account holder | $47 | $8,593-99.5% | $7,267-99.4% | $14,365-99.7% |