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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 | $72,071-70.9% | $68,368-69.3% | $137,256-84.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 17.99% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,916 | $4,410-33.9% | $4,123-29.3% | $6,407-54.5% |
| Admin fee / account holder | $187 | $5,336-96.5% | $5,150-96.4% | $12,270-98.5% |