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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 | $17,825 | $115,814-84.6% | $101,275-82.4% | $158,982-88.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.90% | 56.16%-29.3pp | 46.48%-19.6pp | 302.99%-276.1pp |
| Employer contribution / active EE | $73 | $4,176-98.2% | $3,660-98.0% | $4,763-98.5% |
| Participant deferral / active EE | $9,421 | $4,958+90.0% | $4,371+115.5% | $5,983+57.4% |
| Admin fee / account holder | $63 | $7,249-99.1% | $5,948-98.9% | $11,252-99.4% |