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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 | $47,954 | $107,666-55.5% | $102,184-53.1% | $154,746-69.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 25.83% | 29.33%-3.5pp | 31.58%-5.7pp | 172.34%-146.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $30,000 | $8,719+244.1% | $8,309+261.1% | $6,730+345.7% |
| Admin fee / account holder | $118 | $12,943-99.1% | $11,609-99.0% | $14,365-99.2% |