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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 | $20,090 | $111,785-82.0% | $93,669-78.6% | $145,877-86.2% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 12.00% | 203.79%-191.8pp | 133.59%-121.6pp | 551.28%-539.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,748 | $4,919-23.8% | $4,416-15.1% | $6,691-44.0% |
| Admin fee / account holder | $236 | $10,256-97.7% | $8,291-97.2% | $13,402-98.2% |