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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 | $13,815 | $77,908-82.3% | $149,696-90.8% | $75,173-81.6% |
| Participation rate | 70.8% | 65.6%+5.2pp | 78.8%-8.0pp | 67.2%+3.6pp |
| Annual return | 20.83% | 31.73%-10.9pp | 134.46%-113.6pp | 160.72%-139.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,020 | $3,411-40.8% | $5,682-64.5% | $4,126-51.0% |
| Admin fee / account holder | $234 | $5,950-96.1% | $13,212-98.2% | $5,651-95.9% |