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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 | $43,733 | $157,829-72.3% | $136,867-68.0% | $198,609-78.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 21.01% | 51.25%-30.2pp | 42.97%-22.0pp | 202.70%-181.7pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,506 | $5,463+55.7% | $4,924+72.8% | $6,977+21.9% |
| Admin fee / account holder | $102 | $11,107-99.1% | $10,340-99.0% | $19,030-99.5% |