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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 | $16,038 | $114,013-85.9% | $103,693-84.5% | $155,188-89.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.7pp | 80.8%+2.5pp |
| Annual return | 23.02% | 49.31%-26.3pp | 47.61%-24.6pp | 148.84%-125.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,570 | $4,970-28.2% | $4,579-22.0% | $6,531-45.3% |
| Admin fee / account holder | $159 | $8,407-98.1% | $7,858-98.0% | $14,480-98.9% |