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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 | $44,261 | $142,430-68.9% | $115,170-61.6% | $152,897-71.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 30.24% | 41.48%-11.2pp | 35.60%-5.4pp | 345.43%-315.2pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $26,041 | $5,165+404.2% | $4,169+524.6% | $5,851+345.1% |
| Admin fee / account holder | $158 | $8,464-98.1% | $7,089-97.8% | $11,599-98.6% |