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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 | $9,295 | $72,071-87.1% | $68,368-86.4% | $137,256-93.2% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 24.39% | 353.14%-328.7pp | 292.57%-268.2pp | 220.34%-195.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,104 | $4,410-29.6% | $4,123-24.7% | $6,407-51.5% |
| Admin fee / account holder | $50 | $5,336-99.1% | $5,150-99.0% | $12,270-99.6% |