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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 | $12,647 | $162,529-92.2% | $130,788-90.3% | $154,746-91.8% |
| Participation rate | 95.2% | 75.9%+19.4pp | 70.1%+25.1pp | 80.7%+14.5pp |
| Annual return | 18.36% | 510.48%-492.1pp | 386.44%-368.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,691 | $4,808-23.2% | $4,137-10.8% | $6,730-45.2% |
| Admin fee / account holder | $221 | $7,669-97.1% | $6,673-96.7% | $14,365-98.5% |