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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 | $21,726 | $211,288-89.7% | $178,540-87.8% | $145,884-85.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.35% | 30.27%-0.9pp | 27.15%+2.2pp | 551.85%-522.5pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,594 | $6,967-19.7% | $6,281-10.9% | $6,690-16.4% |
| Admin fee / account holder | $234 | $12,105-98.1% | $10,424-97.8% | $13,392-98.3% |