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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 | $53,664 | $169,336-68.3% | $129,384-58.5% | $145,884-63.2% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 10.07% | 14408.70%-14398.6pp | 9461.77%-9451.7pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,300 | $4,985-73.9% | $4,166-68.8% | $6,690-80.6% |
| Admin fee / account holder | $6 | $9,912-99.9% | $7,686-99.9% | $13,392-100.0% |