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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 | $40,073 | $91,037-56.0% | $71,671-44.1% | $147,585-72.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 21.89% | 20.48%+1.4pp | 20.65%+1.2pp | 578.58%-556.7pp |
| Employer contribution / active EE | $83 | $3,327-97.5% | $2,460-96.6% | $4,876-98.3% |
| Participant deferral / active EE | $12,250 | $4,498+172.3% | $3,438+256.3% | $5,439+125.2% |
| Admin fee / account holder | $3 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |