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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 | $41,361 | $148,582-72.2% | $135,942-69.6% | $139,456-70.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.55% | 79.26%-51.7pp | 68.28%-40.7pp | 373.45%-345.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $16,556 | $8,101+104.4% | $7,759+113.4% | $6,711+146.7% |
| Admin fee / account holder | $158 | $12,402-98.7% | $10,764-98.5% | $11,407-98.6% |