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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 | $54,456 | $176,077-69.1% | $159,455-65.8% | $167,518-67.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.59% | 331.83%-312.2pp | 263.63%-244.0pp | 478.71%-459.1pp |
| Employer contribution / active EE | $500 | $5,298-90.6% | $4,830-89.6% | $4,838-89.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $160 | $12,556-98.7% | $10,800-98.5% | $12,312-98.7% |