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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 | $19,983 | $70,666-71.7% | $169,385-88.2% | $75,181-73.4% |
| Participation rate | 85.7% | 64.8%+20.9pp | 77.2%+8.6pp | 67.2%+18.5pp |
| Annual return | 26.45% | 36.37%-9.9pp | 405.82%-379.4pp | 160.69%-134.2pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,997 | $4,308+62.4% | $6,221+12.5% | $4,126+69.6% |
| Admin fee / account holder | $289 | $5,402-94.7% | $9,011-96.8% | $5,650-94.9% |