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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 | $29,963 | $155,833-80.8% | $124,693-76.0% | $167,536-82.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.23% | 17.98%-0.7pp | 5144.19%-5127.0pp | 478.82%-461.6pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,991 | $5,675+93.7% | $4,615+138.2% | $6,342+73.3% |
| Admin fee / account holder | $196 | $9,534-97.9% | $7,494-97.4% | $12,315-98.4% |