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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 | $61,002 | $105,145-42.0% | $94,664-35.6% | $139,466-56.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.65% | 38.09%-19.4pp | 156.84%-138.2pp | 373.66%-355.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,700 | $7,599+1.3% | $7,417+3.8% | $6,712+14.7% |
| Admin fee / account holder | $84 | $8,972-99.1% | $7,222-98.8% | $11,409-99.3% |