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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 | $47,184 | $127,296-62.9% | $109,907-57.1% | $167,536-71.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 12.45% | 22.97%-10.5pp | 29.46%-17.0pp | 478.82%-466.4pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $783 | $4,513-82.7% | $4,047-80.7% | $6,342-87.7% |
| Admin fee / account holder | $286 | $7,119-96.0% | $6,069-95.3% | $12,315-97.7% |