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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 | $17,741 | $85,171-79.2% | $172,753-89.7% | $72,976-75.7% |
| Participation rate | 74.2% | 70.1%+4.1pp | 82.6%-8.5pp | 69.5%+4.7pp |
| Annual return | 25.27% | 27.32%-2.1pp | 803.00%-777.7pp | 81.02%-55.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,172 | $3,260-33.4% | $5,198-58.2% | $3,608-39.8% |
| Admin fee / account holder | $286 | $5,880-95.1% | $13,956-97.9% | $5,124-94.4% |