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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 | $35,375 | $49,177-28.1% | $79,466-55.5% | $64,173-44.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 11.83% | -1.16%+13.0pp | 718.28%-706.5pp | 7.63%+4.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,089 | $2,821-26.0% | $3,704-43.6% | $3,470-39.8% |
| Admin fee / account holder | $267 | $3,839-93.0% | $5,104-94.8% | $4,887-94.5% |