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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 | $24,263 | $115,810-79.0% | $101,271-76.0% | $158,966-84.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.44% | 56.15%-40.7pp | 46.48%-31.0pp | 302.95%-287.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,766 | $4,958-3.9% | $4,371+9.0% | $5,983-20.3% |
| Admin fee / account holder | $6 | $7,248-99.9% | $5,948-99.9% | $11,250-99.9% |