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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 | $135,905-64.7% | $126,068-62.0% | $198,609-75.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 25.83% | 14.07%+11.8pp | 15.01%+10.8pp | 202.70%-176.9pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $30,000 | $8,523+252.0% | $8,214+265.2% | $6,977+330.0% |
| Admin fee / account holder | $118 | $21,036-99.4% | $18,264-99.4% | $19,030-99.4% |