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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 | $28,046 | $88,815-68.4% | $81,882-65.7% | $145,897-80.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 19.20% | 1033.75%-1014.6pp | 779.47%-760.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $681 | $4,647-85.3% | $4,323-84.2% | $6,689-89.8% |
| Admin fee / account holder | $91 | $8,434-98.9% | $7,360-98.8% | $13,390-99.3% |