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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 | $5,200 | $88,754-94.1% | $81,820-93.6% | $145,877-96.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 10.54% | 1031.77%-1021.2pp | 777.93%-767.4pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,044 | $4,648-56.0% | $4,323-52.7% | $6,691-69.5% |
| Admin fee / account holder | $45 | $8,424-99.5% | $7,391-99.4% | $13,402-99.7% |