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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 | $20,489 | $109,372-81.3% | $89,414-77.1% | $158,966-87.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.72% | 345.55%-324.8pp | 245.50%-224.8pp | 302.95%-282.2pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,227 | $4,598-29.8% | $3,890-17.0% | $5,983-46.1% |
| Admin fee / account holder | $109 | $6,156-98.2% | $4,883-97.8% | $11,250-99.0% |