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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 | $45,696 | $93,589-51.2% | $135,942-66.4% | $75,181-39.2% |
| Participation rate | 82.5% | 75.2%+7.3pp | 81.9%+0.6pp | 67.2%+15.3pp |
| Annual return | 28.32% | 30.90%-2.6pp | 68.28%-40.0pp | 160.69%-132.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $15,055 | $6,405+135.0% | $7,759+94.0% | $4,126+264.9% |
| Admin fee / account holder | -$0 | $6,977-100.0% | $10,764-100.0% | $5,650-100.0% |