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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 | $35,610 | $81,696-56.4% | $70,494-49.5% | $158,982-77.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.12% | 208.70%-199.6pp | 109.16%-100.0pp | 302.99%-293.9pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,024 | $4,558-55.6% | $3,711-45.5% | $5,983-66.2% |
| Admin fee / account holder | $176 | $6,200-97.2% | $3,848-95.4% | $11,252-98.4% |