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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 | $14,201 | $84,149-83.1% | $76,080-81.3% | $167,536-91.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 79.4%+8.1pp | 82.1%+5.4pp |
| Annual return | 21.86% | 54.99%-33.1pp | 42.50%-20.6pp | 478.82%-457.0pp |
| Employer contribution / active EE | $1,120 | $4,618-75.8% | $3,962-71.7% | $4,839-76.9% |
| Participant deferral / active EE | $0 | $5,796-100.0% | $4,905-100.0% | $6,342-100.0% |
| Admin fee / account holder | $88 | $6,410-98.6% | $4,883-98.2% | $12,315-99.3% |