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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 | $15,995 | $88,754-82.0% | $81,820-80.5% | $145,877-89.0% |
| Participation rate | 95.5% | 75.1%+20.4pp | 72.4%+23.1pp | 80.3%+15.2pp |
| Annual return | 16.32% | 1031.77%-1015.4pp | 777.93%-761.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,531 | $4,648+62.0% | $4,323+74.2% | $6,691+12.6% |
| Admin fee / account holder | $29 | $8,424-99.7% | $7,391-99.6% | $13,402-99.8% |