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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 | $108,882-61.2% | $96,754-56.3% | $154,746-72.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 24.31% | 98.39%-74.1pp | 82.04%-57.7pp | 172.34%-148.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,611 | $5,323+118.1% | $4,758+144.0% | $6,730+72.5% |
| Admin fee / account holder | $62 | $10,200-99.4% | $8,905-99.3% | $14,365-99.6% |