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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 | $27,772 | $118,496-76.6% | $98,461-71.8% | $139,466-80.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 29.24% | 18.96%+10.3pp | 21.17%+8.1pp | 373.66%-344.4pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $18,000 | $5,393+233.8% | $4,738+279.9% | $6,712+168.2% |
| Admin fee / account holder | $7 | $14,056-100.0% | $8,961-99.9% | $11,409-99.9% |