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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 | $10,726 | $88,815-87.9% | $81,882-86.9% | $145,897-92.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 20.56% | 1033.75%-1013.2pp | 779.47%-758.9pp | 552.29%-531.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $667 | $4,647-85.7% | $4,323-84.6% | $6,689-90.0% |
| Admin fee / account holder | $138 | $8,434-98.4% | $7,360-98.1% | $13,390-99.0% |