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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 | $32,647 | $134,817-75.8% | $123,973-73.7% | $155,188-79.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.51% | 515.49%-506.0pp | 388.13%-378.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $278 | $4,425-93.7% | $4,126-93.3% | $4,248-93.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |