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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 | $52,247 | $160,070-67.4% | $147,117-64.5% | $145,897-64.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.67% | 98.69%-75.0pp | 420.54%-396.9pp | 552.29%-528.6pp |
| Employer contribution / active EE | $385 | $5,285-92.7% | $4,932-92.2% | $4,663-91.8% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |