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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 | $55,065 | $102,609-46.3% | $98,090-43.9% | $138,895-60.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.56% | 36.44%-16.9pp | 37.05%-17.5pp | 145.39%-125.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,151 | $8,167-61.4% | $7,845-59.8% | $6,396-50.7% |
| Admin fee / account holder | $24 | $11,434-99.8% | $11,815-99.8% | $12,562-99.8% |