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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 | $28,200 | $105,960-73.4% | $81,726-65.5% | $158,982-82.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 40.87% | 38.19%+2.7pp | 29.49%+11.4pp | 302.99%-262.1pp |
| Employer contribution / active EE | $134 | $7,805-98.3% | $4,311-96.9% | $4,763-97.2% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $128 | $8,494-98.5% | $5,160-97.5% | $11,252-98.9% |