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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 | $45,584 | $141,004-67.7% | $112,273-59.4% | $139,466-67.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 27.38% | 32.75%-5.4pp | 30.23%-2.8pp | 373.66%-346.3pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,911 | $5,878+102.6% | $4,800+148.2% | $6,712+77.5% |
| Admin fee / account holder | $257 | $9,959-97.4% | $7,752-96.7% | $11,409-97.7% |