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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 | $13,311 | $102,609-87.0% | $98,090-86.4% | $138,895-90.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.37% | 36.44%-15.1pp | 37.05%-15.7pp | 145.39%-124.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,868 | $8,167-64.9% | $7,845-63.4% | $6,396-55.2% |
| Admin fee / account holder | $60 | $11,434-99.5% | $11,815-99.5% | $12,562-99.5% |