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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 | $15,749 | $167,030-90.6% | $135,768-88.4% | $155,188-89.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 20.84% | 678.39%-657.6pp | 526.10%-505.3pp | 148.84%-128.0pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,092 | $4,528-31.7% | $3,977-22.3% | $6,531-52.7% |
| Admin fee / account holder | $88 | $8,172-98.9% | $7,048-98.8% | $14,480-99.4% |