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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 | $46,335 | $99,875-53.6% | $146,866-68.5% | $86,983-46.7% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.5%+22.1pp |
| Annual return | 23.86% | 28.10%-4.2pp | 102.85%-79.0pp | 25.83%-2.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,422 | $6,322+112.3% | $7,759+73.0% | $4,194+220.0% |
| Admin fee / account holder | $37 | $7,838-99.5% | $13,620-99.7% | $7,856-99.5% |