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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 | $71,969 | $104,937-31.4% | $84,628-15.0% | $152,897-52.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.02% | 373.88%-350.9pp | 258.80%-235.8pp | 345.43%-322.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,630 | $4,690+84.0% | $3,900+121.3% | $5,851+47.5% |
| Admin fee / account holder | $230 | $6,243-96.3% | $4,914-95.3% | $11,599-98.0% |