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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 | $26,825 | $69,541-61.4% | $59,899-55.2% | $135,380-80.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 11.32% | 7.95%+3.4pp | 3.46%+7.9pp | 519.81%-508.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,903 | $4,206+40.4% | $3,402+73.5% | $5,609+5.2% |
| Admin fee / account holder | $237 | $5,737-95.9% | $3,592-93.4% | $10,828-97.8% |