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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 | $24,301 | $124,425-80.5% | $112,040-78.3% | $137,256-82.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 22.78% | 24.72%-1.9pp | 24.52%-1.7pp | 220.34%-197.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,984 | $5,718+22.1% | $5,098+37.0% | $6,407+9.0% |
| Admin fee / account holder | $59 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |