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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 | $22,002 | $225,673-90.3% | $203,872-89.2% | $155,188-85.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 22.30% | 95.91%-73.6pp | 85.11%-62.8pp | 148.84%-126.5pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,419 | $6,893-6.9% | $6,388+0.5% | $6,531-1.7% |
| Admin fee / account holder | $55 | $12,327-99.6% | $11,730-99.5% | $14,480-99.6% |