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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 | $30,802 | $90,486-66.0% | $78,676-60.8% | $273,972-88.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 17.10% | 75.62%-58.5pp | 62.19%-45.1pp | 41.46%-24.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,981 | $3,901-49.2% | $3,517-43.7% | $5,287-62.5% |
| Admin fee / account holder | $200 | $5,263-96.2% | $4,510-95.6% | $10,133-98.0% |