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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 | $35,929 | $129,737-72.3% | $119,126-69.8% | $154,746-76.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.61% | 379.08%-363.5pp | 282.11%-266.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,149 | $5,842+56.6% | $5,318+72.0% | $6,730+35.9% |
| Admin fee / account holder | $76 | $11,961-99.4% | $10,693-99.3% | $14,365-99.5% |