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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 | $29,879 | $100,970-70.4% | $96,576-69.1% | $137,256-78.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 35.86% | 38.16%-2.3pp | 38.47%-2.6pp | 220.34%-184.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,950 | $8,286+32.1% | $7,956+37.6% | $6,407+70.9% |
| Admin fee / account holder | $106 | $11,312-99.1% | $11,381-99.1% | $12,270-99.1% |