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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 | $11,446 | $182,442-93.7% | $163,379-93.0% | $138,895-91.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 27.15% | 72.74%-45.6pp | 63.41%-36.3pp | 145.39%-118.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,000 | $6,817-12.0% | $6,282-4.5% | $6,396-6.2% |
| Admin fee / account holder | $23 | $10,396-99.8% | $9,818-99.8% | $12,562-99.8% |