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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 | $33,918 | $52,911-35.9% | $73,309-53.7% | $59,633-43.1% |
| Participation rate | 71.2% | 68.2%+2.9pp | 74.9%-3.8pp | 68.7%+2.5pp |
| Annual return | 14.80% | 12.20%+2.6pp | 5.67%+9.1pp | 2041.45%-2026.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,776 | $4,069+66.5% | $4,991+35.8% | $3,192+112.3% |
| Admin fee / account holder | $9 | $3,835-99.8% | $5,635-99.8% | $4,297-99.8% |