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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 | $33,692 | $115,903-70.9% | $100,528-66.5% | $158,966-78.8% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 13.65% | 34.80%-21.2pp | 30.90%-17.2pp | 302.95%-289.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,004 | $6,677-25.1% | $6,271-20.2% | $5,983-16.4% |
| Admin fee / account holder | $297 | $11,000-97.3% | $8,084-96.3% | $11,250-97.4% |