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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 | $8,213 | $100,262-91.8% | $81,370-89.9% | $145,897-94.4% |
| Participation rate | 73.3% | 74.3%-0.9pp | 69.5%+3.8pp | 80.3%-7.0pp |
| Annual return | 17.05% | 34.52%-17.5pp | 24.85%-7.8pp | 552.29%-535.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,442 | $4,612-25.4% | $3,885-11.4% | $6,689-48.5% |
| Admin fee / account holder | $171 | $8,163-97.9% | $5,749-97.0% | $13,390-98.7% |