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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 | $7,462 | $88,702-91.6% | $81,780-90.9% | $145,978-94.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 28.85% | 1029.12%-1000.3pp | 776.27%-747.4pp | 550.52%-521.7pp |
| Employer contribution / active EE | $1 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,156 | $4,645+11.0% | $4,321+19.3% | $6,690-22.9% |
| Admin fee / account holder | $14 | $8,414-99.8% | $7,384-99.8% | $13,400-99.9% |