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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 | $41,306 | $81,696-49.4% | $70,494-41.4% | $158,982-74.0% |
| Participation rate | 93.8% | 77.7%+16.0pp | 75.1%+18.7pp | 82.0%+11.8pp |
| Annual return | 15.47% | 208.70%-193.2pp | 109.16%-93.7pp | 302.99%-287.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,015 | $4,558-33.9% | $3,711-18.8% | $5,983-49.6% |
| Admin fee / account holder | $90 | $6,200-98.5% | $3,848-97.7% | $11,252-99.2% |