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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 | $40,936 | $166,131-75.4% | $164,975-75.2% | $145,877-71.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 43.04% | 100.37%-57.3pp | 70.12%-27.1pp | 551.28%-508.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,181 | $6,962+103.7% | $6,033+135.0% | $6,691+111.9% |
| Admin fee / account holder | $118 | $16,648-99.3% | $12,688-99.1% | $13,402-99.1% |