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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 | $23,243 | $100,147-76.8% | $81,286-71.4% | $145,877-84.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 17.44% | 34.44%-17.0pp | 24.80%-7.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,225 | $4,607-8.3% | $3,883+8.8% | $6,691-36.9% |
| Admin fee / account holder | $52 | $8,201-99.4% | $5,764-99.1% | $13,402-99.6% |