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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 | $29,709 | $114,093-74.0% | $96,171-69.1% | $167,536-82.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.45% | 190.00%-174.6pp | 192.04%-176.6pp | 478.82%-463.4pp |
| Employer contribution / active EE | $254 | $3,429-92.6% | $2,799-90.9% | $4,839-94.8% |
| Participant deferral / active EE | $1,271 | $5,197-75.5% | $4,350-70.8% | $6,342-80.0% |
| Admin fee / account holder | $103 | $6,899-98.5% | $5,538-98.1% | $12,315-99.2% |