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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 | $76,965 | $208,088-63.0% | $186,193-58.7% | $154,746-50.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 11.44% | 89.97%-78.5pp | 78.03%-66.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $8 | $4,340-99.8% | $3,918-99.8% | $4,379-99.8% |
| Participant deferral / active EE | $22,568 | $7,078+218.9% | $6,513+246.5% | $6,730+235.3% |
| Admin fee / account holder | $119 | $11,698-99.0% | $11,058-98.9% | $14,365-99.2% |