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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 | $5,068 | $88,754-94.3% | $81,820-93.8% | $145,877-96.5% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.39% | 1031.77%-1020.4pp | 777.93%-766.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,521 | $4,648-67.3% | $4,323-64.8% | $6,691-77.3% |
| Admin fee / account holder | $27 | $8,424-99.7% | $7,391-99.6% | $13,402-99.8% |