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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 | $3,983 | $68,097-94.2% | $62,929-93.7% | $137,256-97.1% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.0%+10.9pp |
| Annual return | 15.32% | 1859.11%-1843.8pp | 1063.93%-1048.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $993 | $4,553-78.2% | $3,888-74.5% | $6,407-84.5% |
| Admin fee / account holder | $268 | $6,521-95.9% | $5,065-94.7% | $12,270-97.8% |