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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 | $3,457 | $70,366-95.1% | $66,674-94.8% | $138,895-97.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.65% | 386.41%-372.8pp | 321.24%-307.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,699 | $4,374-61.2% | $4,084-58.4% | $6,396-73.4% |
| Admin fee / account holder | $43 | $5,262-99.2% | $5,098-99.2% | $12,562-99.7% |