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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 | $33,796 | $70,366-52.0% | $66,674-49.3% | $138,895-75.7% |
| Participation rate | 81.3% | 76.2%+5.1pp | 73.7%+7.6pp | 79.9%+1.3pp |
| Annual return | 19.13% | 386.41%-367.3pp | 321.24%-302.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,902 | $4,374+57.8% | $4,084+69.0% | $6,396+7.9% |
| Admin fee / account holder | $129 | $5,262-97.5% | $5,098-97.5% | $12,562-99.0% |