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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 | $67,952 | $178,174-61.9% | $156,181-56.5% | $137,256-50.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.81% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,440 | $6,888-50.1% | $6,132-43.9% | $6,407-46.3% |
| Admin fee / account holder | $34 | $17,404-99.8% | $14,586-99.8% | $12,270-99.7% |