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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 | $38,619 | $117,829-67.2% | $102,423-62.3% | $145,877-73.5% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 15.57% | 31.83%-16.3pp | 29.42%-13.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,162 | $5,732+147.0% | $5,054+180.2% | $6,691+111.7% |
| Admin fee / account holder | $265 | $13,335-98.0% | $9,455-97.2% | $13,402-98.0% |