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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 | $97,125-59.1% | $86,233-53.9% | $137,256-71.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.93% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,603 | $5,180-30.4% | $4,559-21.0% | $6,407-43.8% |
| Admin fee / account holder | $252 | $9,725-97.4% | $8,342-97.0% | $12,270-97.9% |