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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 | $14,504 | $84,708-82.9% | $75,714-80.8% | $167,536-91.3% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.8%+13.4pp | 82.1%+6.1pp |
| Annual return | 23.42% | 199.62%-176.2pp | 104.62%-81.2pp | 478.82%-455.4pp |
| Employer contribution / active EE | $372 | $3,231-88.5% | $2,744-86.4% | $4,839-92.3% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $53 | $5,358-99.0% | $3,619-98.5% | $12,315-99.6% |