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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 | $55,088 | $81,208-32.2% | $98,916-44.3% | $79,858-31.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.59% | 60.99%-48.4pp | 196.45%-183.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $313 | $1,960-84.0% | $2,689-88.4% | $2,471-87.3% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $100 | $6,013-98.3% | $6,642-98.5% | $5,306-98.1% |