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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 | $26,804 | $157,304-83.0% | $141,197-81.0% | $152,909-82.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.05% | 64.34%-41.3pp | 71.41%-48.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $924 | $5,263-82.5% | $4,736-80.5% | $4,764-80.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $128 | $12,126-98.9% | $10,265-98.8% | $11,601-98.9% |