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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 | $25,371 | $160,070-84.2% | $147,117-82.8% | $145,897-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.50% | 98.69%-70.2pp | 420.54%-392.0pp | 552.29%-523.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,301 | $8,419-25.2% | $8,065-21.9% | $6,689-5.8% |
| Admin fee / account holder | $172 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |