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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 | $88,710-68.4% | $81,783-65.7% | $145,959-80.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 19.20% | 1027.26%-1008.1pp | 775.05%-755.9pp | 561.95%-542.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $681 | $4,645-85.3% | $4,320-84.2% | $6,689-89.8% |
| Admin fee / account holder | $91 | $8,407-98.9% | $7,380-98.8% | $13,398-99.3% |