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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 | $31,054 | $115,814-73.2% | $101,275-69.3% | $158,982-80.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.60% | 56.16%-29.6pp | 46.48%-19.9pp | 302.99%-276.4pp |
| Employer contribution / active EE | $518 | $4,176-87.6% | $3,660-85.9% | $4,763-89.1% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $102 | $7,249-98.6% | $5,948-98.3% | $11,252-99.1% |