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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 | $17,239 | $88,702-80.6% | $81,780-78.9% | $145,978-88.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.61% | 1029.12%-1014.5pp | 776.27%-761.7pp | 550.52%-535.9pp |
| Employer contribution / active EE | $198 | $3,084-93.6% | $2,914-93.2% | $4,662-95.7% |
| Participant deferral / active EE | $4,956 | $4,645+6.7% | $4,321+14.7% | $6,690-25.9% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |