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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 | $109,967-91.1% | $97,197-89.9% | $145,877-93.3% |
| Participation rate | 78.9% | 76.0%+3.0pp | 72.7%+6.3pp | 80.3%-1.4pp |
| Annual return | 16.42% | 244.27%-227.8pp | 75.47%-59.0pp | 551.28%-534.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,598 | $4,676-23.1% | $4,263-15.6% | $6,691-46.2% |
| Admin fee / account holder | $83 | $6,199-98.7% | $5,637-98.5% | $13,402-99.4% |