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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 | $13,550 | $114,093-88.1% | $96,171-85.9% | $167,536-91.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 68.4%+9.3pp | 82.1%-4.3pp |
| Annual return | 15.96% | 190.00%-174.0pp | 192.04%-176.1pp | 478.82%-462.9pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,773 | $5,197-27.4% | $4,350-13.3% | $6,342-40.5% |
| Admin fee / account holder | $113 | $6,899-98.4% | $5,538-98.0% | $12,315-99.1% |