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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 | $6,809 | $101,618-93.3% | $93,063-92.7% | $137,256-95.0% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 24.60% | 223.95%-199.3pp | 34.15%-9.6pp | 220.34%-195.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,964 | $4,279-30.7% | $3,958-25.1% | $6,407-53.7% |
| Admin fee / account holder | $91 | $6,198-98.5% | $6,033-98.5% | $12,270-99.3% |