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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 | $12,739 | $108,882-88.3% | $96,754-86.8% | $154,746-91.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 44.94% | 98.39%-53.4pp | 82.04%-37.1pp | 172.34%-127.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,723 | $5,323+7.5% | $4,758+20.3% | $6,730-15.0% |
| Admin fee / account holder | $150 | $10,200-98.5% | $8,905-98.3% | $14,365-99.0% |