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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 | $20,738 | $99,345-79.1% | $84,753-75.5% | $273,972-92.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 17.31% | 22.93%-5.6pp | 22.78%-5.5pp | 41.46%-24.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,125 | $4,270+207.4% | $3,712+253.6% | $5,287+148.2% |
| Admin fee / account holder | $296 | $6,645-95.6% | $5,333-94.5% | $10,133-97.1% |