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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 | $42,857 | $57,352-25.3% | $83,831-48.9% | $64,173-33.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 27.58% | 11.38%+16.2pp | 850.99%-823.4pp | 7.63%+20.0pp |
| Employer contribution / active EE | $208 | $2,546-91.8% | $3,631-94.3% | $2,381-91.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $175 | $4,046-95.7% | $5,479-96.8% | $4,887-96.4% |