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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 | $24,557 | $70,486-65.2% | $100,528-75.6% | $79,852-69.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 29.54% | 21.90%+7.6pp | 30.90%-1.4pp | 31.72%-2.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,055 | $5,182+36.2% | $6,271+12.5% | $3,740+88.6% |
| Admin fee / account holder | $133 | $4,480-97.0% | $8,084-98.4% | $5,306-97.5% |