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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 | $30,811 | $124,330-75.2% | $109,173-71.8% | $167,536-81.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.86% | 26.04%-9.2pp | 25.75%-8.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $577 | $4,209-86.3% | $3,723-84.5% | $4,839-88.1% |
| Participant deferral / active EE | $3,089 | $5,256-41.2% | $4,654-33.6% | $6,342-51.3% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |