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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 | $48,974 | $56,060-12.6% | $76,002-35.6% | $80,874-39.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 18.05% | 20.54%-2.5pp | 360.07%-342.0pp | 35.62%-17.6pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,447 | $3,051-52.6% | $4,257-66.0% | $4,297-66.3% |
| Admin fee / account holder | $24 | $5,237-99.5% | $6,414-99.6% | $6,935-99.6% |