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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 | $19,998 | $100,938-80.2% | $90,461-77.9% | $158,982-87.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.38% | 1727.20%-1720.8pp | 1294.76%-1288.4pp | 302.99%-296.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,124 | $4,350+17.8% | $3,964+29.3% | $5,983-14.4% |
| Admin fee / account holder | $29 | $6,510-99.6% | $5,617-99.5% | $11,252-99.7% |