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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 | $31,798 | $117,829-73.0% | $102,423-69.0% | $145,877-78.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.43% | 31.83%-18.4pp | 29.42%-16.0pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,326 | $5,732+97.6% | $5,054+124.1% | $6,691+69.3% |
| Admin fee / account holder | $115 | $13,335-99.1% | $9,455-98.8% | $13,402-99.1% |