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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 | $32,588 | $100,895-67.7% | $90,430-64.0% | $158,950-79.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.61% | 1725.54%-1708.9pp | 1293.73%-1277.1pp | 302.91%-286.3pp |
| Employer contribution / active EE | -$835 | $3,689-122.6% | $3,262-125.6% | $4,762-117.5% |
| Participant deferral / active EE | $3,292 | $4,347-24.3% | $3,963-16.9% | $5,983-45.0% |
| Admin fee / account holder | $8 | $6,505-99.9% | $5,613-99.9% | $11,248-99.9% |