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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 | $88,754-78.8% | $81,820-77.0% | $145,877-87.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.65% | 1031.77%-1017.1pp | 777.93%-763.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,424 | $4,648-47.8% | $4,323-43.9% | $6,691-63.8% |
| Admin fee / account holder | $77 | $8,424-99.1% | $7,391-99.0% | $13,402-99.4% |