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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 | $56,736 | $157,296-63.9% | $141,191-59.8% | $152,897-62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.31% | 64.34%-47.0pp | 71.41%-54.1pp | 345.43%-328.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,525 | $7,111-50.4% | $6,710-47.5% | $5,851-39.8% |
| Admin fee / account holder | $187 | $12,125-98.5% | $10,264-98.2% | $11,599-98.4% |