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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 | $52,521 | $114,013-53.9% | $103,693-49.3% | $155,188-66.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 22.21% | 49.31%-27.1pp | 47.61%-25.4pp | 148.84%-126.6pp |
| Employer contribution / active EE | $93 | $3,131-97.0% | $2,920-96.8% | $4,248-97.8% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |