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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 | $25,718 | $124,980-79.4% | $108,359-76.3% | $154,746-83.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.00% | 45.00%-28.0pp | 36.89%-19.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,635 | $4,743+18.8% | $4,137+36.2% | $6,730-16.3% |
| Admin fee / account holder | $257 | $11,502-97.8% | $9,741-97.4% | $14,365-98.2% |