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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 | $18,779 | $99,995-81.2% | $85,063-77.9% | $145,978-87.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.94% | 83.99%-67.0pp | 66.54%-49.6pp | 550.52%-533.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,860 | $5,295+29.6% | $4,523+51.7% | $6,690+2.6% |
| Admin fee / account holder | $176 | $7,255-97.6% | $6,155-97.1% | $13,400-98.7% |