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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 | $28,515 | $149,040-80.9% | $120,225-76.3% | $137,256-79.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.33% | 605.68%-582.4pp | 439.23%-415.9pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,442 | $4,655+124.3% | $3,999+161.1% | $6,407+63.0% |
| Admin fee / account holder | $84 | $6,348-98.7% | $5,696-98.5% | $12,270-99.3% |