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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 | $76,343 | $108,942-29.9% | $100,415-24.0% | $145,897-47.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.53% | 58.27%-45.7pp | 49.47%-36.9pp | 552.29%-539.8pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,700 | $8,461-9.0% | $8,091-4.8% | $6,689+15.1% |
| Admin fee / account holder | $112 | $9,702-98.8% | $7,906-98.6% | $13,390-99.2% |