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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 | $133,957 | $166,131-19.4% | $164,975-18.8% | $145,877-8.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.04% | 100.37%-88.3pp | 70.12%-58.1pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,429 | $6,962+35.4% | $6,033+56.3% | $6,691+40.9% |
| Admin fee / account holder | $51 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |