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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 | $14,027 | $106,247-86.8% | $96,515-85.5% | $139,466-89.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 36.81% | 38.47%-1.7pp | 35.73%+1.1pp | 373.66%-336.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,460 | $5,456-18.3% | $4,880-8.6% | $6,712-33.6% |
| Admin fee / account holder | $129 | $7,885-98.4% | $6,735-98.1% | $11,409-98.9% |