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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 | $13,100 | $102,609-87.2% | $98,090-86.6% | $138,895-90.6% |
| Participation rate | 73.3% | 82.8%-9.4pp | 81.5%-8.2pp | 79.9%-6.6pp |
| Annual return | 85.17% | 36.44%+48.7pp | 37.05%+48.1pp | 145.39%-60.2pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,119 | $8,167-37.3% | $7,845-34.7% | $6,396-20.0% |
| Admin fee / account holder | $18 | $11,434-99.8% | $11,815-99.8% | $12,562-99.9% |