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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 | $16,897 | $107,941-84.3% | $91,994-81.6% | $152,897-88.9% |
| Participation rate | 78.6% | 81.2%-2.6pp | 78.6%-0.1pp | 82.5%-3.9pp |
| Annual return | 33.97% | 89.28%-55.3pp | 69.04%-35.1pp | 345.43%-311.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,093 | $6,366+27.1% | $5,924+36.6% | $5,851+38.3% |
| Admin fee / account holder | $298 | $10,521-97.2% | $7,744-96.2% | $11,599-97.4% |