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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 | $103,164-65.5% | $90,259-60.5% | $154,746-77.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 26.44% | 19.25%+7.2pp | 18.88%+7.6pp | 172.34%-145.9pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,660 | $4,422+95.8% | $3,827+126.3% | $6,730+28.7% |
| Admin fee / account holder | $37 | $8,593-99.6% | $7,267-99.5% | $14,365-99.7% |