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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 | $47,967 | $138,078-65.3% | $125,363-61.7% | $134,509-64.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.73% | 750.49%-748.8pp | 572.15%-570.4pp | 418.13%-416.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $23,833 | $7,800+205.6% | $7,447+220.0% | $6,400+272.4% |
| Admin fee / account holder | $257 | $11,566-97.8% | $10,005-97.4% | $11,427-97.7% |