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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 | $38,910 | $111,535-65.1% | $105,223-63.0% | $137,256-71.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.07% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,833 | $5,500+42.4% | $5,072+54.5% | $6,407+22.3% |
| Admin fee / account holder | $24 | $9,721-99.8% | $8,859-99.7% | $12,270-99.8% |