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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 | $7,543 | $90,530-91.7% | $76,030-90.1% | $145,897-94.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.77% | 625.08%-613.3pp | 361.54%-349.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,147 | $5,164-77.8% | $4,257-73.1% | $6,689-82.9% |
| Admin fee / account holder | $41 | $8,383-99.5% | $6,421-99.4% | $13,390-99.7% |