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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 | $40,031 | $117,396-65.9% | $99,452-59.7% | $152,870-73.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 26.08% | 31.87%-5.8pp | 30.72%-4.6pp | 345.34%-319.3pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,258 | $4,086+4.2% | $3,619+17.7% | $5,850-27.2% |
| Admin fee / account holder | $83 | $7,632-98.9% | $6,251-98.7% | $11,597-99.3% |