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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 | $21,609 | $107,666-79.9% | $102,184-78.9% | $154,746-86.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 27.35% | 29.33%-2.0pp | 31.58%-4.2pp | 172.34%-145.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,020 | $8,719-65.4% | $8,309-63.7% | $6,730-55.1% |
| Admin fee / account holder | $48 | $12,943-99.6% | $11,609-99.6% | $14,365-99.7% |