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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 | $100,262-89.1% | $81,370-86.6% | $145,897-92.5% |
| Participation rate | 92.9% | 74.3%+18.6pp | 69.5%+23.3pp | 80.3%+12.6pp |
| Annual return | 14.55% | 34.52%-20.0pp | 24.85%-10.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,653 | $4,612-20.8% | $3,885-6.0% | $6,689-45.4% |
| Admin fee / account holder | $72 | $8,163-99.1% | $5,749-98.7% | $13,390-99.5% |