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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 | $67,054 | $93,346-28.2% | $71,796-6.6% | $273,972-75.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 13.69% | 130.39%-116.7pp | 78.04%-64.3pp | 41.46%-27.8pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,028 | $3,475-12.9% | $2,794+8.4% | $5,287-42.7% |
| Admin fee / account holder | $12 | $6,571-99.8% | $4,815-99.7% | $10,133-99.9% |