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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 | $39,799 | $115,911-65.7% | $100,530-60.4% | $158,950-75.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.44% | 34.80%-17.4pp | 30.89%-13.4pp | 302.91%-285.5pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,121 | $6,676+21.6% | $6,271+29.5% | $5,983+35.7% |
| Admin fee / account holder | $203 | $10,999-98.2% | $8,083-97.5% | $11,248-98.2% |