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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 | $21,060 | $71,353-70.5% | $92,805-77.3% | $86,983-75.8% |
| Participation rate | 85.7% | 80.9%+4.8pp | 83.5%+2.2pp | 69.5%+16.2pp |
| Annual return | 34.80% | 44.68%-9.9pp | 31.59%+3.2pp | 25.83%+9.0pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,594 | $6,966-5.3% | $8,448-21.9% | $4,194+57.2% |
| Admin fee / account holder | $272 | $6,099-95.5% | $10,911-97.5% | $7,856-96.5% |