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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 | $20,567 | $107,363-80.8% | $92,909-77.9% | $152,897-86.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 31.96% | 145.63%-113.7pp | 109.44%-77.5pp | 345.43%-313.5pp |
| Employer contribution / active EE | $153 | $4,222-96.4% | $3,653-95.8% | $4,764-96.8% |
| Participant deferral / active EE | $6,348 | $4,848+31.0% | $4,238+49.8% | $5,851+8.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |