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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 | $10,901 | $99,053-89.0% | $88,179-87.6% | $138,895-92.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 28.52% | 78.17%-49.7pp | 64.97%-36.5pp | 145.39%-116.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,934 | $5,225-5.6% | $4,614+6.9% | $6,396-22.9% |
| Admin fee / account holder | $19 | $8,748-99.8% | $7,673-99.8% | $12,562-99.9% |