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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 | $20,329 | $77,419-73.7% | $69,461-70.7% | $152,885-86.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.92% | 39.07%-20.2pp | 28.97%-10.1pp | 345.39%-326.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,350 | $4,414-69.4% | $3,536-61.8% | $5,851-76.9% |
| Admin fee / account holder | $202 | $6,207-96.7% | $3,840-94.7% | $11,598-98.3% |