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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 | $99,380-64.2% | $90,312-60.6% | $155,188-77.1% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 26.44% | 19.35%+7.1pp | 18.90%+7.5pp | 148.84%-122.4pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,660 | $4,212+105.6% | $3,749+131.0% | $6,531+32.6% |
| Admin fee / account holder | $37 | $9,766-99.6% | $8,248-99.6% | $14,480-99.7% |