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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 | $97,125-86.9% | $86,233-85.2% | $137,256-90.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 44.94% | 74.19%-29.2pp | 61.39%-16.4pp | 220.34%-175.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,723 | $5,180+10.5% | $4,559+25.5% | $6,407-10.7% |
| Admin fee / account holder | $150 | $9,725-98.5% | $8,342-98.2% | $12,270-98.8% |