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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 | $22,354 | $183,516-87.8% | $155,534-85.6% | $145,884-84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.94% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,229 | $6,467-19.1% | $5,630-7.1% | $6,690-21.8% |
| Admin fee / account holder | $38 | $19,293-99.8% | $15,900-99.8% | $13,392-99.7% |