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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 | $12,909 | $68,097-81.0% | $62,929-79.5% | $137,256-90.6% |
| Participation rate | 78.6% | 77.4%+1.1pp | 73.1%+5.5pp | 80.0%-1.4pp |
| Annual return | 14.22% | 1859.11%-1844.9pp | 1063.93%-1049.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,274 | $4,553-28.1% | $3,888-15.8% | $6,407-48.9% |
| Admin fee / account holder | $22 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |