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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 | $39,997 | $157,829-74.7% | $136,867-70.8% | $198,609-79.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.20% | 51.25%-40.0pp | 42.97%-31.8pp | 202.70%-191.5pp |
| Employer contribution / active EE | $742 | $3,923-81.1% | $3,547-79.1% | $5,055-85.3% |
| Participant deferral / active EE | $2,284 | $5,463-58.2% | $4,924-53.6% | $6,977-67.3% |
| Admin fee / account holder | $15 | $11,107-99.9% | $10,340-99.9% | $19,030-99.9% |