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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 | $39,746 | $107,809-63.1% | $97,032-59.0% | $155,188-74.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 16.93% | 38.06%-21.1pp | 35.38%-18.4pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,603 | $5,129-29.8% | $4,672-22.9% | $6,531-44.8% |
| Admin fee / account holder | $252 | $10,717-97.6% | $9,418-97.3% | $14,480-98.3% |