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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 | $29,287 | $107,666-72.8% | $102,184-71.3% | $154,746-81.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 24.38% | 29.33%-4.9pp | 31.58%-7.2pp | 172.34%-148.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,983 | $8,719+14.5% | $8,309+20.2% | $6,730+48.3% |
| Admin fee / account holder | $73 | $12,943-99.4% | $11,609-99.4% | $14,365-99.5% |