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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 | $17,412 | $102,595-83.0% | $94,057-81.5% | $154,746-88.7% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 80.7%+7.5pp |
| Annual return | 15.06% | 583.42%-568.4pp | 480.62%-465.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,059 | $5,118-20.7% | $4,709-13.8% | $6,730-39.7% |
| Admin fee / account holder | $89 | $7,736-98.9% | $7,244-98.8% | $14,365-99.4% |