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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 | $36,068 | $95,664-62.3% | $76,902-53.1% | $139,487-74.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.05% | 55.03%-40.0pp | 37.91%-22.9pp | 373.84%-358.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,534-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,883 | $4,626+70.4% | $3,833+105.6% | $6,713+17.4% |
| Admin fee / account holder | $88 | $8,311-98.9% | $5,479-98.4% | $11,407-99.2% |