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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 | $80,505 | $107,941-25.4% | $91,994-12.5% | $152,897-47.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.52% | 89.28%-66.8pp | 69.04%-46.5pp | 345.43%-322.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,921 | $6,366+165.8% | $5,924+185.6% | $5,851+189.2% |
| Admin fee / account holder | $292 | $10,521-97.2% | $7,744-96.2% | $11,599-97.5% |