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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 | $40,077 | $109,967-63.6% | $97,197-58.8% | $145,877-72.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.04% | 244.27%-229.2pp | 75.47%-60.4pp | 551.28%-536.2pp |
| Employer contribution / active EE | $317 | $3,077-89.7% | $2,723-88.4% | $4,663-93.2% |
| Participant deferral / active EE | $8,386 | $4,676+79.3% | $4,263+96.7% | $6,691+25.3% |
| Admin fee / account holder | $81 | $6,199-98.7% | $5,637-98.6% | $13,402-99.4% |