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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 | $8,993 | $102,938-91.3% | $94,105-90.4% | $138,895-93.5% |
| Participation rate | 87.5% | 74.6%+12.9pp | 71.9%+15.6pp | 79.9%+7.6pp |
| Annual return | 19.04% | 250.28%-231.2pp | 204.55%-185.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,227 | $4,196-70.8% | $3,881-68.4% | $6,396-80.8% |
| Admin fee / account holder | $97 | $6,600-98.5% | $6,199-98.4% | $12,562-99.2% |