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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 | $17,749 | $87,166-79.6% | $76,735-76.9% | $137,256-87.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.39% | 26.50%-8.1pp | 29.77%-11.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,275 | $4,726+11.6% | $4,088+29.0% | $6,407-17.7% |
| Admin fee / account holder | $174 | $8,403-97.9% | $7,189-97.6% | $12,270-98.6% |