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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 | $36,373 | $103,008-64.7% | $90,304-59.7% | $152,897-76.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 21.92% | 95.22%-73.3pp | 78.13%-56.2pp | 345.43%-323.5pp |
| Employer contribution / active EE | $21 | $3,139-99.3% | $2,855-99.3% | $4,764-99.6% |
| Participant deferral / active EE | $2,122 | $4,281-50.4% | $3,885-45.4% | $5,851-63.7% |
| Admin fee / account holder | $203 | $6,175-96.7% | $5,354-96.2% | $11,599-98.2% |