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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 | $39,746 | $108,882-63.5% | $96,754-58.9% | $154,746-74.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.93% | 98.39%-81.5pp | 82.04%-65.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,603 | $5,323-32.3% | $4,758-24.3% | $6,730-46.5% |
| Admin fee / account holder | $252 | $10,200-97.5% | $8,905-97.2% | $14,365-98.2% |