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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 | $68,390 | $104,650-34.6% | $83,854-18.4% | $155,188-55.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 15.92% | 28.97%-13.0pp | 31.39%-15.5pp | 148.84%-132.9pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $27,250 | $2,367+1051.1% | $2,035+1239.0% | $6,531+317.2% |
| Admin fee / account holder | $39 | $3,518-98.9% | $3,197-98.8% | $14,480-99.7% |