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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 | $71,250 | $85,024-16.2% | $70,544+1.0% | $139,466-48.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 28.37% | 30.39%-2.0pp | 32.79%-4.4pp | 373.66%-345.3pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $27,000 | $5,891+358.3% | $4,568+491.0% | $6,712+302.3% |
| Admin fee / account holder | $96 | $8,928-98.9% | $6,427-98.5% | $11,409-99.2% |