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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 | $79,054 | $138,102-42.8% | $125,381-36.9% | $134,532-41.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.75% | 750.73%-750.0pp | 572.31%-571.6pp | 418.27%-417.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,917 | $7,801+65.6% | $7,448+73.4% | $6,401+101.8% |
| Admin fee / account holder | $150 | $11,568-98.7% | $10,007-98.5% | $11,429-98.7% |