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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 | $46,675 | $150,197-68.9% | $120,368-61.2% | $145,959-68.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.35% | 154.26%-143.9pp | 107.26%-96.9pp | 561.95%-551.6pp |
| Employer contribution / active EE | $509 | $4,350-88.3% | $3,465-85.3% | $4,661-89.1% |
| Participant deferral / active EE | $8,500 | $6,174+37.7% | $4,991+70.3% | $6,689+27.1% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |