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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 | $29,037 | $138,076-79.0% | $123,553-76.5% | $135,380-78.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.05% | 153.70%-151.7pp | 119.21%-117.2pp | 519.81%-517.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,813 | $6,800+14.9% | $6,426+21.6% | $5,609+39.3% |
| Admin fee / account holder | $55 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |