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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 | $12,097 | $103,038-88.3% | $90,324-86.6% | $152,909-92.1% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | 21.71% | 95.25%-73.5pp | 78.15%-56.4pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,439 | $4,282-66.4% | $3,885-63.0% | $5,851-75.4% |
| Admin fee / account holder | $4 | $6,177-99.9% | $5,356-99.9% | $11,601-100.0% |