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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 | $10,926 | $100,147-89.1% | $81,286-86.6% | $145,877-92.5% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.5%+23.3pp | 80.3%+12.6pp |
| Annual return | 14.55% | 34.44%-19.9pp | 24.80%-10.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,653 | $4,607-20.7% | $3,883-5.9% | $6,691-45.4% |
| Admin fee / account holder | $72 | $8,201-99.1% | $5,764-98.8% | $13,402-99.5% |