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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 | $11,613 | $99,053-88.3% | $88,179-86.8% | $138,895-91.6% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.1%+7.8pp | 79.9%-3.0pp |
| Annual return | 19.29% | 78.17%-58.9pp | 64.97%-45.7pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,224 | $5,225-57.4% | $4,614-51.8% | $6,396-65.2% |
| Admin fee / account holder | $20 | $8,748-99.8% | $7,673-99.7% | $12,562-99.8% |