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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 | $43,872 | $100,262-56.2% | $81,370-46.1% | $145,897-69.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 14.86% | 34.52%-19.7pp | 24.85%-10.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,977 | $4,612+181.4% | $3,885+234.0% | $6,689+94.0% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |