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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 | $12,274 | $112,729-89.1% | $98,716-87.6% | $137,256-91.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 20.44% | 38.48%-18.0pp | 31.81%-11.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,730 | $4,640-19.6% | $4,048-7.8% | $6,407-41.8% |
| Admin fee / account holder | $21 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |