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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 | $43,248 | $88,702-51.2% | $81,780-47.1% | $145,978-70.4% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 14.84% | 1029.12%-1014.3pp | 776.27%-761.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,643 | $4,645-64.6% | $4,321-62.0% | $6,690-75.4% |
| Admin fee / account holder | $16 | $8,414-99.8% | $7,384-99.8% | $13,400-99.9% |