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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 | $38,827 | $88,996-56.4% | $78,004-50.2% | $138,895-72.0% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.4%+16.3pp | 79.9%+5.8pp |
| Annual return | 20.32% | 28.03%-7.7pp | 31.07%-10.7pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,427 | $4,724+78.4% | $4,092+105.9% | $6,396+31.7% |
| Admin fee / account holder | $106 | $8,807-98.8% | $7,578-98.6% | $12,562-99.2% |