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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 | $58,998 | $99,053-40.4% | $88,179-33.1% | $138,895-57.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 31.25% | 78.17%-46.9pp | 64.97%-33.7pp | 145.39%-114.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $22,974 | $5,225+339.7% | $4,614+397.9% | $6,396+259.2% |
| Admin fee / account holder | $267 | $8,748-96.9% | $7,673-96.5% | $12,562-97.9% |