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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 | $26,716 | $97,289-72.5% | $92,805-71.2% | $155,188-82.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 23.51% | 29.03%-5.5pp | 31.59%-8.1pp | 148.84%-125.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,239 | $8,795+61.9% | $8,448+68.6% | $6,531+118.0% |
| Admin fee / account holder | $210 | $12,015-98.3% | $10,911-98.1% | $14,480-98.6% |