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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 | $18,963 | $90,486-79.0% | $78,676-75.9% | $273,972-93.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.24% | 75.62%-68.4pp | 62.19%-54.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,160 | $3,901-19.0% | $3,517-10.1% | $5,287-40.2% |
| Admin fee / account holder | $7 | $5,263-99.9% | $4,510-99.9% | $10,133-99.9% |