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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 | $31,810 | $166,131-80.9% | $164,975-80.7% | $145,877-78.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.81% | 100.37%-88.6pp | 70.12%-58.3pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,055 | $5,276-80.0% | $4,343-75.7% | $4,663-77.4% |
| Participant deferral / active EE | $5,571 | $6,962-20.0% | $6,033-7.7% | $6,691-16.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |