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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 | $27,934 | $102,663-72.8% | $86,216-67.6% | $139,466-80.0% |
| Participation rate | 95.5% | 74.5%+20.9pp | 69.0%+26.5pp | 80.3%+15.1pp |
| Annual return | 18.19% | 1924.52%-1906.3pp | 1169.42%-1151.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,808 | $4,677-61.3% | $3,986-54.6% | $6,712-73.1% |
| Admin fee / account holder | $75 | $8,663-99.1% | $6,853-98.9% | $11,409-99.3% |