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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 | $106,588-63.6% | $94,215-58.8% | $155,188-75.0% |
| Participation rate | 85.7% | 74.3%+11.4pp | 70.0%+15.8pp | 80.8%+4.9pp |
| Annual return | 20.32% | 29.39%-9.1pp | 28.22%-7.9pp | 148.84%-128.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,427 | $4,802+75.5% | $4,276+97.1% | $6,531+29.0% |
| Admin fee / account holder | $106 | $12,281-99.1% | $10,216-99.0% | $14,480-99.3% |