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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 | $33,704 | $176,077-80.9% | $159,455-78.9% | $167,518-79.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.40% | 331.83%-313.4pp | 263.63%-245.2pp | 478.71%-460.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,299 | $7,751-31.6% | $7,353-27.9% | $6,342-16.4% |
| Admin fee / account holder | $39 | $12,556-99.7% | $10,800-99.6% | $12,312-99.7% |