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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 | $9,842 | $110,093-91.1% | $97,295-89.9% | $145,897-93.3% |
| Participation rate | 78.9% | 75.9%+3.0pp | 72.7%+6.3pp | 80.3%-1.4pp |
| Annual return | 16.42% | 244.76%-228.3pp | 75.62%-59.2pp | 552.29%-535.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,598 | $4,678-23.1% | $4,264-15.6% | $6,689-46.2% |
| Admin fee / account holder | $83 | $6,212-98.7% | $5,646-98.5% | $13,390-99.4% |