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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 | $27,757 | $110,039-74.8% | $97,260-71.5% | $145,884-81.0% |
| Participation rate | 92.3% | 75.9%+16.4pp | 72.7%+19.6pp | 80.3%+12.0pp |
| Annual return | 16.30% | 244.44%-228.1pp | 75.54%-59.2pp | 551.85%-535.6pp |
| Employer contribution / active EE | $19 | $3,074-99.4% | $2,721-99.3% | $4,662-99.6% |
| Participant deferral / active EE | $2,962 | $4,674-36.6% | $4,262-30.5% | $6,690-55.7% |
| Admin fee / account holder | $125 | $6,204-98.0% | $5,640-97.8% | $13,392-99.1% |