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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 | $35,226 | $56,197-37.3% | $67,652-47.9% | $59,633-40.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 29.49% | 18508.10%-18478.6pp | 6625.40%-6595.9pp | 2041.45%-2012.0pp |
| Employer contribution / active EE | $17 | $1,615-98.9% | $2,266-99.2% | $2,203-99.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $12 | $3,958-99.7% | $4,821-99.8% | $4,297-99.7% |