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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 | $19,068 | $102,635-81.4% | $86,209-77.9% | $139,456-86.3% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.0%+8.0pp | 80.3%-3.4pp |
| Annual return | 18.39% | 1923.53%-1905.1pp | 1169.05%-1150.7pp | 373.45%-355.1pp |
| Employer contribution / active EE | $385 | $3,034-87.3% | $2,381-83.8% | $4,753-91.9% |
| Participant deferral / active EE | $1,265 | $4,677-73.0% | $3,986-68.3% | $6,711-81.2% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |