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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 | $8,397 | $76,519-89.0% | $56,025-85.0% | $145,897-94.2% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 13.93% | 3017.03%-3003.1pp | 1712.69%-1698.8pp | 552.29%-538.4pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,917 | $2,624+163.6% | $1,955+253.9% | $6,689+3.4% |
| Admin fee / account holder | $239 | $3,331-92.8% | $2,828-91.6% | $13,390-98.2% |