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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 | $19,068 | $124,980-84.7% | $108,359-82.4% | $154,746-87.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.95% | 45.00%-24.1pp | 36.89%-15.9pp | 172.34%-151.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,123 | $4,743+155.6% | $4,137+193.0% | $6,730+80.1% |
| Admin fee / account holder | $86 | $11,502-99.3% | $9,741-99.1% | $14,365-99.4% |