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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 | $47,083 | $127,387-63.0% | $115,038-59.1% | $125,389-62.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 10.20% | 31.28%-21.1pp | 26.14%-15.9pp | 282.24%-272.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,151 | $6,423+58.1% | $6,026+68.4% | $5,352+89.7% |
| Admin fee / account holder | $145 | $9,516-98.5% | $8,175-98.2% | $9,541-98.5% |