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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 | $30,904 | $96,123-67.8% | $77,361-60.1% | $198,609-84.4% |
| Participation rate | 90.0% | 81.1%+8.9pp | 75.0%+15.0pp | 82.4%+7.6pp |
| Annual return | 20.25% | 2054.81%-2034.6pp | 1011.54%-991.3pp | 202.70%-182.5pp |
| Employer contribution / active EE | $561 | $3,791-85.2% | $2,990-81.2% | $5,055-88.9% |
| Participant deferral / active EE | $4,427 | $4,975-11.0% | $3,911+13.2% | $6,977-36.5% |
| Admin fee / account holder | $18 | $9,471-99.8% | $5,894-99.7% | $19,030-99.9% |