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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 | $106,588-72.2% | $94,215-68.5% | $155,188-80.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 17.10% | 29.39%-12.3pp | 28.22%-11.1pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,215 | $4,802+71.1% | $4,276+92.1% | $6,531+25.8% |
| Admin fee / account holder | $42 | $12,281-99.7% | $10,216-99.6% | $14,480-99.7% |