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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 | $107,733-83.5% | $92,985-80.9% | $154,746-88.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 18.39% | 30.39%-12.0pp | 27.99%-9.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,275 | $5,053+4.4% | $4,377+20.5% | $6,730-21.6% |
| Admin fee / account holder | $174 | $11,369-98.5% | $9,463-98.2% | $14,365-98.8% |