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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 | $28,772 | $88,778-67.6% | $81,844-64.8% | $145,884-80.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.23% | 1033.03%-1017.8pp | 778.87%-763.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,188 | $4,648-74.4% | $4,323-72.5% | $6,690-82.2% |
| Admin fee / account holder | $30 | $8,430-99.6% | $7,355-99.6% | $13,392-99.8% |