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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 | $10,901 | $107,809-89.9% | $97,032-88.8% | $155,188-93.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 28.52% | 38.06%-9.5pp | 35.38%-6.9pp | 148.84%-120.3pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,934 | $5,129-3.8% | $4,672+5.6% | $6,531-24.5% |
| Admin fee / account holder | $19 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |