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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 | $23,056 | $99,345-76.8% | $84,753-72.8% | $273,972-91.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.01% | 22.93%-16.9pp | 22.78%-16.8pp | 41.46%-35.4pp |
| Employer contribution / active EE | $327 | $4,214-92.2% | $3,574-90.9% | $4,869-93.3% |
| Participant deferral / active EE | $8,827 | $4,270+106.7% | $3,712+137.8% | $5,287+66.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |