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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 | $40,681 | $215,361-81.1% | $171,082-76.2% | $273,972-85.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 113.16% | 25.14%+88.0pp | 32.56%+80.6pp | 41.46%+71.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,067 | $5,543-8.6% | $4,797+5.6% | $5,287-4.2% |
| Admin fee / account holder | $9 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |