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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 | $48,755 | $64,359-24.2% | $90,161-45.9% | $70,126-30.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 139.87% | 28.13%+111.7pp | 34.89%+105.0pp | 73.15%+66.7pp |
| Employer contribution / active EE | $46 | $2,046-97.8% | $3,318-98.6% | $2,343-98.0% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $43 | $3,945-98.9% | $5,943-99.3% | $4,645-99.1% |