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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 | $6,161 | $72,071-91.5% | $68,368-91.0% | $137,256-95.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.68% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $991 | $4,410-77.5% | $4,123-76.0% | $6,407-84.5% |
| Admin fee / account holder | $135 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |