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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 | $55,930-12.4% | $76,089-35.6% | $80,925-39.5% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 18.05% | 20.58%-2.5pp | 360.94%-342.9pp | 35.65%-17.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,447 | $3,051-52.6% | $4,259-66.0% | $4,299-66.3% |
| Admin fee / account holder | $24 | $5,241-99.5% | $6,418-99.6% | $6,940-99.6% |