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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 | $12,650 | $123,155-89.7% | $108,753-88.4% | $155,188-91.8% |
| Participation rate | 81.8% | 75.6%+6.2pp | 71.1%+10.7pp | 80.8%+1.0pp |
| Annual return | 11.04% | 44.73%-33.7pp | 37.47%-26.4pp | 148.84%-137.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,052 | $4,623-12.4% | $4,115-1.5% | $6,531-38.0% |
| Admin fee / account holder | $260 | $12,126-97.9% | $10,320-97.5% | $14,480-98.2% |