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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 | $30,230 | $176,105-82.8% | $159,474-81.0% | $167,536-82.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.63% | 331.91%-310.3pp | 263.68%-242.0pp | 478.82%-457.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $15,812 | $7,751+104.0% | $7,353+115.0% | $6,342+149.3% |
| Admin fee / account holder | $127 | $12,559-99.0% | $10,802-98.8% | $12,315-99.0% |