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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 | $39,331 | $90,486-56.5% | $78,676-50.0% | $273,972-85.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 5.81% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,484 | $3,901+91.8% | $3,517+112.8% | $5,287+41.6% |
| Admin fee / account holder | $3 | $5,263-99.9% | $4,510-99.9% | $10,133-100.0% |