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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 | $20,295 | $102,595-80.2% | $94,057-78.4% | $154,746-86.9% |
| Participation rate | 92.9% | 76.0%+16.9pp | 73.3%+19.5pp | 80.7%+12.2pp |
| Annual return | 15.75% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,707 | $5,118-47.1% | $4,709-42.5% | $6,730-59.8% |
| Admin fee / account holder | $74 | $7,736-99.0% | $7,244-99.0% | $14,365-99.5% |