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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 | $8,081 | $95,664-91.6% | $76,902-89.5% | $139,487-94.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.87% | 55.03%-31.2pp | 37.91%-14.0pp | 373.84%-350.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,534-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,465 | $4,626-25.1% | $3,833-9.6% | $6,713-48.4% |
| Admin fee / account holder | $57 | $8,311-99.3% | $5,479-99.0% | $11,407-99.5% |