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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 | $24,075 | $111,830-78.5% | $93,696-74.3% | $145,884-83.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.27% | 204.08%-189.8pp | 133.74%-119.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $111 | $3,093-96.4% | $2,422-95.4% | $4,662-97.6% |
| Participant deferral / active EE | $5,055 | $4,920+2.7% | $4,417+14.5% | $6,690-24.4% |
| Admin fee / account holder | $124 | $10,249-98.8% | $8,287-98.5% | $13,392-99.1% |