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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 | $67,113 | $203,483-67.0% | $152,473-56.0% | $167,536-59.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 41.24% | 13.80%+27.4pp | 757.59%-716.3pp | 478.82%-437.6pp |
| Employer contribution / active EE | $919 | $5,219-82.4% | $4,326-78.8% | $4,839-81.0% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,342-100.0% |
| Admin fee / account holder | $20 | $22,521-99.9% | $15,811-99.9% | $12,315-99.8% |