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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 | $31,564 | $99,345-68.2% | $84,753-62.8% | $273,972-88.5% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 6.12% | 22.93%-16.8pp | 22.78%-16.7pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,290 | $4,270-22.9% | $3,712-11.4% | $5,287-37.8% |
| Admin fee / account holder | $145 | $6,645-97.8% | $5,333-97.3% | $10,133-98.6% |