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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 | $40,724 | $106,280-61.7% | $96,538-57.8% | $139,487-70.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.51% | 38.48%-25.0pp | 35.74%-22.2pp | 373.84%-360.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,779 | $5,457-67.4% | $4,880-63.6% | $6,713-73.5% |
| Admin fee / account holder | $179 | $7,888-97.7% | $6,737-97.3% | $11,407-98.4% |