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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 | $12,346 | $88,754-86.1% | $81,820-84.9% | $145,877-91.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.53% | 1031.77%-1017.2pp | 777.93%-763.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,952 | $4,648+28.1% | $4,323+37.7% | $6,691-11.0% |
| Admin fee / account holder | $150 | $8,424-98.2% | $7,391-98.0% | $13,402-98.9% |