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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 | $43,608 | $64,307-32.2% | $57,349-24.0% | $125,388-65.2% |
| Participation rate | 81.3% | 78.6%+2.6pp | 75.1%+6.2pp | 83.2%-1.9pp |
| Annual return | 25.50% | 25.14%+0.4pp | 24.40%+1.1pp | 282.24%-256.7pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,480 | $3,847-35.5% | $3,162-21.6% | $5,352-53.7% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,541-100.0% |