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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 | $4,432 | $70,366-93.7% | $66,674-93.4% | $138,895-96.8% |
| Participation rate | 81.3% | 76.2%+5.1pp | 73.7%+7.6pp | 79.9%+1.3pp |
| Annual return | 18.38% | 386.41%-368.0pp | 321.24%-302.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,166 | $4,374-73.3% | $4,084-71.4% | $6,396-81.8% |
| Admin fee / account holder | $14 | $5,262-99.7% | $5,098-99.7% | $12,562-99.9% |