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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 | $14,666 | $112,729-87.0% | $98,716-85.1% | $137,256-89.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.36% | 38.48%-15.1pp | 31.81%-8.4pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,850 | $4,640+26.1% | $4,048+44.5% | $6,407-8.7% |
| Admin fee / account holder | $85 | $10,129-99.2% | $8,703-99.0% | $12,270-99.3% |