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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 | $20,517 | $106,923-80.8% | $84,023-75.6% | $152,909-86.6% |
| Participation rate | 91.7% | 75.3%+16.4pp | 69.0%+22.6pp | 82.5%+9.2pp |
| Annual return | 14.77% | 105.02%-90.2pp | 71.32%-56.5pp | 345.46%-330.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |