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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 | $41,487 | $69,248-40.1% | $64,101-35.3% | $139,466-70.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 14.02% | 45.95%-31.9pp | 33.72%-19.7pp | 373.66%-359.6pp |
| Employer contribution / active EE | $100 | $3,185-96.9% | $2,749-96.4% | $4,754-97.9% |
| Participant deferral / active EE | $2,863 | $4,682-38.9% | $3,881-26.2% | $6,712-57.3% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |