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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 | $46,094 | $104,650-56.0% | $83,854-45.0% | $155,188-70.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 18.38% | 28.97%-10.6pp | 31.39%-13.0pp | 148.84%-130.5pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,894 | $2,367+149.0% | $2,035+189.6% | $6,531-9.8% |
| Admin fee / account holder | $79 | $3,518-97.8% | $3,197-97.5% | $14,480-99.5% |