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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 | $43,098 | $88,815-51.5% | $81,882-47.4% | $145,897-70.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.19% | 1033.75%-1020.6pp | 779.47%-766.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,303 | $4,647-28.9% | $4,323-23.6% | $6,689-50.6% |
| Admin fee / account holder | $112 | $8,434-98.7% | $7,360-98.5% | $13,390-99.2% |