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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 | $6,435 | $72,071-91.1% | $68,368-90.6% | $137,256-95.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.10% | 353.14%-331.0pp | 292.57%-270.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $135 | $2,788-95.2% | $2,649-94.9% | $4,156-96.8% |
| Participant deferral / active EE | $7,391 | $4,410+67.6% | $4,123+79.3% | $6,407+15.4% |
| Admin fee / account holder | $288 | $5,336-94.6% | $5,150-94.4% | $12,270-97.7% |