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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 | $35,612 | $147,594-75.9% | $121,871-70.8% | $198,609-82.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 26.44% | 12.94%+13.5pp | 13.57%+12.9pp | 202.70%-176.3pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,660 | $5,168+67.5% | $4,318+100.5% | $6,977+24.1% |
| Admin fee / account holder | $37 | $15,134-99.8% | $11,551-99.7% | $19,030-99.8% |