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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 | $111,785-78.5% | $93,669-74.3% | $145,877-83.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.27% | 203.79%-189.5pp | 133.59%-119.3pp | 551.28%-537.0pp |
| Employer contribution / active EE | $111 | $3,096-96.4% | $2,424-95.4% | $4,663-97.6% |
| Participant deferral / active EE | $5,055 | $4,919+2.8% | $4,416+14.5% | $6,691-24.4% |
| Admin fee / account holder | $124 | $10,256-98.8% | $8,291-98.5% | $13,402-99.1% |