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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 | $13,973 | $104,650-86.6% | $83,854-83.3% | $155,188-91.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 25.50% | 28.97%-3.5pp | 31.39%-5.9pp | 148.84%-123.3pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,281 | $2,367+165.3% | $2,035+208.6% | $6,531-3.8% |
| Admin fee / account holder | $39 | $3,518-98.9% | $3,197-98.8% | $14,480-99.7% |