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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 | $21,922 | $124,175-82.3% | $108,405-79.8% | $167,553-86.9% |
| Participation rate | 93.8% | 82.3%+11.5pp | 80.1%+13.6pp | 82.1%+11.6pp |
| Annual return | 24.74% | 1380.13%-1355.4pp | 905.55%-880.8pp | 478.89%-454.2pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,864 | $6,908+13.8% | $6,563+19.8% | $6,343+24.0% |
| Admin fee / account holder | $1 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |