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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 | $16,720 | $110,039-84.8% | $97,260-82.8% | $145,884-88.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.10% | 244.44%-229.3pp | 75.54%-60.4pp | 551.85%-536.7pp |
| Employer contribution / active EE | $160 | $3,074-94.8% | $2,721-94.1% | $4,662-96.6% |
| Participant deferral / active EE | $1,500 | $4,674-67.9% | $4,262-64.8% | $6,690-77.6% |
| Admin fee / account holder | $84 | $6,204-98.6% | $5,640-98.5% | $13,392-99.4% |