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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 | $40,415 | $124,346-67.5% | $111,308-63.7% | $167,536-75.9% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 32.49% | 37.45%-5.0pp | 54.67%-22.2pp | 478.82%-446.3pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,615 | $5,182+162.8% | $4,487+203.4% | $6,342+114.7% |
| Admin fee / account holder | $36 | $10,621-99.7% | $7,965-99.5% | $12,315-99.7% |