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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 | $30,859 | $55,889-44.8% | $76,119-59.5% | $80,935-61.9% |
| Participation rate | 71.1% | 62.1%+9.0pp | 69.1%+2.0pp | 67.7%+3.4pp |
| Annual return | 31.82% | 20.58%+11.2pp | 361.25%-329.4pp | 35.66%-3.8pp |
| Employer contribution / active EE | $188 | $1,866-89.9% | $2,693-93.0% | $2,757-93.2% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,241-100.0% | $6,421-100.0% | $6,924-100.0% |