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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 | $6,154 | $88,702-93.1% | $81,780-92.5% | $145,978-95.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 11.41% | 1029.12%-1017.7pp | 776.27%-764.9pp | 550.52%-539.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $816 | $4,645-82.4% | $4,321-81.1% | $6,690-87.8% |
| Admin fee / account holder | $2 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |