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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 | $37,386 | $176,402-78.8% | $134,162-72.1% | $158,982-76.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.37% | 63.66%-56.3pp | 36.35%-29.0pp | 302.99%-295.6pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,260 | $4,093-69.2% | $3,500-64.0% | $5,983-78.9% |
| Admin fee / account holder | $10 | $8,719-99.9% | $6,685-99.9% | $11,252-99.9% |