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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 | $14,055 | $172,111-91.8% | $150,298-90.6% | $137,256-89.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.86% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,006 | $6,166-67.5% | $5,453-63.2% | $6,407-68.7% |
| Admin fee / account holder | $275 | $16,471-98.3% | $14,116-98.0% | $12,270-97.8% |