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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 | $52,711 | $99,031-46.8% | $86,597-39.1% | $147,585-64.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.32% | 1312.56%-1297.2pp | 964.96%-949.6pp | 578.57%-563.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $18,000 | $3,972+353.1% | $3,609+398.8% | $5,439+231.0% |
| Admin fee / account holder | $15 | $5,711-99.7% | $4,906-99.7% | $10,885-99.9% |