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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 | $75,871 | $98,982-23.3% | $162,166-53.2% | $65,185+16.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 21.19% | 24.84%-3.7pp | 115.59%-94.4pp | 29.38%-8.2pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,613 | $5,384-32.9% | $7,298-50.5% | $3,514+2.8% |
| Admin fee / account holder | $0 | $596-100.0% | $10,842-100.0% | $847-100.0% |