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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 | $149,040-91.5% | $120,225-89.5% | $137,256-90.8% |
| Participation rate | 95.2% | 75.4%+19.8pp | 69.6%+25.7pp | 80.0%+15.3pp |
| Annual return | 18.36% | 605.68%-587.3pp | 439.23%-420.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,691 | $4,655-20.7% | $3,999-7.7% | $6,407-42.4% |
| Admin fee / account holder | $221 | $6,348-96.5% | $5,696-96.1% | $12,270-98.2% |