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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 | $32,381 | $49,255-34.3% | $70,494-54.1% | $79,856-59.5% |
| Participation rate | 90.6% | 69.2%+21.5pp | 75.1%+15.6pp | 69.6%+21.0pp |
| Annual return | 51.37% | 30.10%+21.3pp | 109.16%-57.8pp | 31.71%+19.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,064 | $2,768-61.6% | $3,711-71.3% | $3,741-71.6% |
| Admin fee / account holder | $284 | $2,879-90.1% | $3,848-92.6% | $5,306-94.6% |