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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 | $10,094 | $88,710-88.6% | $81,783-87.7% | $145,959-93.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.69% | 1027.26%-1009.6pp | 775.05%-757.4pp | 561.95%-544.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,792 | $4,645+3.2% | $4,320+10.9% | $6,689-28.3% |
| Admin fee / account holder | $91 | $8,407-98.9% | $7,380-98.8% | $13,398-99.3% |