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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 | $21,362 | $112,729-81.1% | $98,716-78.4% | $137,256-84.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.01% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,233 | $4,640+34.3% | $4,048+54.0% | $6,407-2.7% |
| Admin fee / account holder | $267 | $10,129-97.4% | $8,703-96.9% | $12,270-97.8% |