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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 | $15,801 | $99,011-84.0% | $86,582-81.8% | $147,586-89.3% |
| Participation rate | 94.7% | 76.3%+18.4pp | 73.5%+21.2pp | 82.8%+11.9pp |
| Annual return | 15.71% | 1312.75%-1297.0pp | 965.08%-949.4pp | 578.59%-562.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,505 | $3,972-62.1% | $3,609-58.3% | $5,439-72.3% |
| Admin fee / account holder | $299 | $5,709-94.8% | $4,904-93.9% | $10,886-97.3% |