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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 | $16,718 | $108,922-84.7% | $100,398-83.3% | $145,978-88.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.48% | 58.04%-43.6pp | 49.32%-34.8pp | 550.52%-536.0pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,920 | $8,450-65.4% | $8,084-63.9% | $6,690-56.4% |
| Admin fee / account holder | $23 | $9,680-99.8% | $7,893-99.7% | $13,400-99.8% |