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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 | $22,374 | $69,248-67.7% | $64,101-65.1% | $139,466-84.0% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 13.96% | 45.95%-32.0pp | 33.72%-19.8pp | 373.66%-359.7pp |
| Employer contribution / active EE | -$848 | $3,185-126.6% | $2,749-130.9% | $4,754-117.8% |
| Participant deferral / active EE | $3,134 | $4,682-33.1% | $3,881-19.2% | $6,712-53.3% |
| Admin fee / account holder | $15 | $4,247-99.6% | $3,070-99.5% | $11,409-99.9% |