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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 | $13,475 | $90,614-85.1% | $76,089-82.3% | $145,877-90.8% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.1%+7.4pp | 80.3%-3.8pp |
| Annual return | 21.66% | 623.80%-602.1pp | 360.94%-339.3pp | 551.28%-529.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,662 | $5,168-29.1% | $4,259-14.0% | $6,691-45.3% |
| Admin fee / account holder | $238 | $8,376-97.2% | $6,418-96.3% | $13,402-98.2% |