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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 | $14,878 | $115,225-87.1% | $100,712-85.2% | $138,895-89.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 20.07% | 40.35%-20.3pp | 33.27%-13.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,981 | $4,699+112.4% | $4,085+144.3% | $6,396+56.0% |
| Admin fee / account holder | $46 | $10,844-99.6% | $9,256-99.5% | $12,562-99.6% |