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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 | $62,561 | $68,097-8.1% | $62,929-0.6% | $137,256-54.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.07% | 1859.11%-1841.0pp | 1063.93%-1045.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,613 | $4,553-64.6% | $3,888-58.5% | $6,407-74.8% |
| Admin fee / account holder | $93 | $6,521-98.6% | $5,065-98.2% | $12,270-99.2% |