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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 | $12,433 | $77,449-83.9% | $69,483-82.1% | $152,909-91.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 14.94% | 39.09%-24.2pp | 28.99%-14.0pp | 345.46%-330.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,135 | $4,415-74.3% | $3,537-67.9% | $5,851-80.6% |
| Admin fee / account holder | $23 | $6,210-99.6% | $3,841-99.4% | $11,601-99.8% |