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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 | $19,896 | $160,070-87.6% | $147,117-86.5% | $145,897-86.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 85.49% | 98.69%-13.2pp | 420.54%-335.0pp | 552.29%-466.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,228 | $8,419+21.5% | $8,065+26.8% | $6,689+52.9% |
| Admin fee / account holder | $48 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |