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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 | $29,676 | $107,733-72.5% | $92,985-68.1% | $154,746-80.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 17.10% | 30.39%-13.3pp | 27.99%-10.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,215 | $5,053+62.6% | $4,377+87.7% | $6,730+22.1% |
| Admin fee / account holder | $42 | $11,369-99.6% | $9,463-99.6% | $14,365-99.7% |