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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 | $31,217 | $88,778-64.8% | $81,844-61.9% | $145,884-78.6% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 10.50% | 1033.03%-1022.5pp | 778.87%-768.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $3 | $3,087-99.9% | $2,916-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $1,213 | $4,648-73.9% | $4,323-71.9% | $6,690-81.9% |
| Admin fee / account holder | $66 | $8,430-99.2% | $7,355-99.1% | $13,392-99.5% |