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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 | $3,010 | $70,366-95.7% | $66,674-95.5% | $138,895-97.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.7%+16.3pp | 79.9%+10.1pp |
| Annual return | 19.94% | 386.41%-366.5pp | 321.24%-301.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,049 | $4,374-76.0% | $4,084-74.3% | $6,396-83.6% |
| Admin fee / account holder | $95 | $5,262-98.2% | $5,098-98.1% | $12,562-99.2% |