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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 | $61,097 | $103,393-40.9% | $87,103-29.9% | $152,909-60.0% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 20.14% | 28.10%-8.0pp | 28.19%-8.1pp | 345.46%-325.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,865 | $4,778-61.0% | $4,049-53.9% | $5,851-68.1% |
| Admin fee / account holder | $270 | $12,195-97.8% | $7,491-96.4% | $11,601-97.7% |