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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 | $28,244 | $111,535-74.7% | $105,223-73.2% | $137,256-79.4% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 95.85% | 237.85%-142.0pp | 180.65%-84.8pp | 220.34%-124.5pp |
| Employer contribution / active EE | $533 | $3,939-86.5% | $3,689-85.6% | $4,156-87.2% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $215 | $9,721-97.8% | $8,859-97.6% | $12,270-98.2% |