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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 | $8,091 | $69,252-88.3% | $64,099-87.4% | $139,456-94.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.65% | 45.89%-26.2pp | 33.70%-14.0pp | 373.45%-353.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,900 | $4,683-16.7% | $3,881+0.5% | $6,711-41.9% |
| Admin fee / account holder | $38 | $4,248-99.1% | $3,070-98.8% | $11,407-99.7% |