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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 | $28,339 | $215,361-86.8% | $171,082-83.4% | $273,972-89.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 16.68% | 25.14%-8.5pp | 32.56%-15.9pp | 41.46%-24.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,943 | $5,543-65.0% | $4,797-59.5% | $5,287-63.3% |
| Admin fee / account holder | $236 | $10,846-97.8% | $8,520-97.2% | $10,133-97.7% |