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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 | $33,796 | $114,013-70.4% | $103,693-67.4% | $155,188-78.2% |
| Participation rate | 81.3% | 75.2%+6.1pp | 72.6%+8.6pp | 80.8%+0.4pp |
| Annual return | 19.13% | 49.31%-30.2pp | 47.61%-28.5pp | 148.84%-129.7pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,902 | $4,970+38.9% | $4,579+50.7% | $6,531+5.7% |
| Admin fee / account holder | $129 | $8,407-98.5% | $7,858-98.4% | $14,480-99.1% |