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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 | $33,601 | $138,312-75.7% | $122,979-72.7% | $155,188-78.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 23.54% | 22.06%+1.5pp | 20.12%+3.4pp | 148.84%-125.3pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,417 | $5,592+175.7% | $5,003+208.2% | $6,531+136.1% |
| Admin fee / account holder | $63 | $15,089-99.6% | $12,864-99.5% | $14,480-99.6% |