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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 | $150,346-69.0% | $120,524-61.3% | $145,877-68.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.35% | 154.40%-144.0pp | 107.36%-97.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $509 | $4,353-88.3% | $3,469-85.3% | $4,663-89.1% |
| Participant deferral / active EE | $8,500 | $6,172+37.7% | $4,994+70.2% | $6,691+27.0% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |