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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 | $5,387 | $88,778-93.9% | $81,844-93.4% | $145,884-96.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 15.09% | 1033.03%-1017.9pp | 778.87%-763.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,318 | $4,648-71.6% | $4,323-69.5% | $6,690-80.3% |
| Admin fee / account holder | $117 | $8,430-98.6% | $7,355-98.4% | $13,392-99.1% |