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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 | $123,155-87.9% | $108,753-86.3% | $155,188-90.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.07% | 44.73%-24.7pp | 37.47%-17.4pp | 148.84%-128.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,981 | $4,623+115.9% | $4,115+142.6% | $6,531+52.8% |
| Admin fee / account holder | $46 | $12,126-99.6% | $10,320-99.6% | $14,480-99.7% |