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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 | $21,001 | $102,595-79.5% | $94,057-77.7% | $154,746-86.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.77% | 583.42%-563.6pp | 480.62%-460.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $216 | $3,147-93.2% | $2,933-92.7% | $4,379-95.1% |
| Participant deferral / active EE | $5,390 | $5,118+5.3% | $4,709+14.4% | $6,730-19.9% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |