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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 | $26,714 | $89,364-70.1% | $141,177-81.1% | $72,983-63.4% |
| Participation rate | 90.8% | 75.1%+15.6pp | 82.5%+8.3pp | 69.5%+21.3pp |
| Annual return | 72.11% | 111.86%-39.7pp | 71.40%+0.7pp | 81.01%-8.9pp |
| Employer contribution / active EE | $3 | $3,115-99.9% | $4,736-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $10,169 | $5,419+87.7% | $6,710+51.6% | $3,608+181.9% |
| Admin fee / account holder | $157 | $5,959-97.4% | $10,263-98.5% | $5,124-96.9% |