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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 | $22,426 | $113,338-80.2% | $94,993-76.4% | $147,586-84.8% |
| Participation rate | 94.4% | 78.0%+16.5pp | 73.9%+20.6pp | 82.8%+11.6pp |
| Annual return | 18.68% | 20.80%-2.1pp | 27.14%-8.5pp | 578.59%-559.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $608 | $3,777-83.9% | $3,317-81.7% | $5,439-88.8% |
| Admin fee / account holder | $117 | $6,063-98.1% | $4,960-97.6% | $10,886-98.9% |