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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 | $68,697 | $90,486-24.1% | $78,676-12.7% | $273,972-74.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 19.10% | 75.62%-56.5pp | 62.19%-43.1pp | 41.46%-22.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,733 | $3,901+123.9% | $3,517+148.3% | $5,287+65.2% |
| Admin fee / account holder | $69 | $5,263-98.7% | $4,510-98.5% | $10,133-99.3% |