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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 | $16,641 | $106,008-84.3% | $92,240-82.0% | $147,586-88.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.80% | 50.05%-32.2pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $202 | $4,333-95.3% | $3,680-94.5% | $4,876-95.9% |
| Participant deferral / active EE | $1,175 | $4,478-73.8% | $3,897-69.8% | $5,439-78.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |