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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 | $20,999 | $102,595-79.5% | $94,057-77.7% | $154,746-86.4% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 17.99% | 583.42%-565.4pp | 480.62%-462.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,916 | $5,118-43.0% | $4,709-38.1% | $6,730-56.7% |
| Admin fee / account holder | $187 | $7,736-97.6% | $7,244-97.4% | $14,365-98.7% |