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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 | $37,165 | $144,130-74.2% | $117,860-68.5% | $147,585-74.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.44% | 531.20%-517.8pp | 335.10%-321.7pp | 578.58%-565.1pp |
| Employer contribution / active EE | $100 | $4,897-98.0% | $3,786-97.4% | $4,876-97.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $220 | $10,887-98.0% | $8,021-97.3% | $10,886-98.0% |