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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 | $15,029 | $90,486-83.4% | $78,676-80.9% | $273,972-94.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 22.61% | 75.62%-53.0pp | 62.19%-39.6pp | 41.46%-18.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,390 | $3,901+89.4% | $3,517+110.1% | $5,287+39.8% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |