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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 | $34,326 | $88,042-61.0% | $138,135-75.2% | $79,852-57.0% |
| Participation rate | 96.0% | 71.4%+24.6pp | 78.7%+17.3pp | 69.6%+26.4pp |
| Annual return | 311.27% | 20.58%+290.7pp | 20.51%+290.8pp | 31.72%+279.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,160 | $4,704+94.7% | $6,431+42.4% | $3,740+144.9% |
| Admin fee / account holder | $158 | $7,791-98.0% | $11,856-98.7% | $5,306-97.0% |