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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 | $14,890 | $70,366-78.8% | $66,674-77.7% | $138,895-89.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 20.33% | 386.41%-366.1pp | 321.24%-300.9pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $781 | $4,374-82.1% | $4,084-80.9% | $6,396-87.8% |
| Admin fee / account holder | $182 | $5,262-96.5% | $5,098-96.4% | $12,562-98.5% |