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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 | $18,833 | $88,710-78.8% | $81,783-77.0% | $145,959-87.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.65% | 1027.26%-1012.6pp | 775.05%-760.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,424 | $4,645-47.8% | $4,320-43.9% | $6,689-63.8% |
| Admin fee / account holder | $77 | $8,407-99.1% | $7,380-99.0% | $13,398-99.4% |