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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 | $25,183 | $100,139-74.9% | $85,187-70.4% | $145,884-82.7% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 17.74% | 84.15%-66.4pp | 66.67%-48.9pp | 551.85%-534.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,928 | $5,296+30.8% | $4,525+53.1% | $6,690+3.6% |
| Admin fee / account holder | $268 | $7,262-96.3% | $6,162-95.7% | $13,392-98.0% |