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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 | $53,005 | $112,915-53.1% | $90,965-41.7% | $158,950-66.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.08% | 215.75%-204.7pp | 134.57%-123.5pp | 302.91%-291.8pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,478 | $4,128+8.5% | $3,373+32.8% | $5,983-25.2% |
| Admin fee / account holder | $274 | $8,044-96.6% | $5,960-95.4% | $11,248-97.6% |