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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 | $83,912 | $124,351-32.5% | $109,188-23.1% | $167,553-49.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.15% | 26.04%-10.9pp | 25.76%-10.6pp | 478.89%-463.7pp |
| Employer contribution / active EE | $161 | $4,210-96.2% | $3,723-95.7% | $4,840-96.7% |
| Participant deferral / active EE | $3,060 | $5,257-41.8% | $4,654-34.2% | $6,343-51.8% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |