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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 | $42,283 | $97,125-56.5% | $86,233-51.0% | $137,256-69.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.31% | 74.19%-49.9pp | 61.39%-37.1pp | 220.34%-196.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,611 | $5,180+124.2% | $4,559+154.7% | $6,407+81.2% |
| Admin fee / account holder | $62 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |