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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 | $62,958 | $148,629-57.6% | $135,982-53.7% | $139,487-54.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.21% | 79.33%-49.1pp | 68.32%-38.1pp | 373.84%-343.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,542 | $8,102+5.4% | $7,760+10.1% | $6,713+27.3% |
| Admin fee / account holder | $41 | $12,406-99.7% | $10,767-99.6% | $11,407-99.6% |