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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 | $102,938-93.4% | $94,105-92.8% | $138,895-95.1% |
| Participation rate | 85.7% | 74.6%+11.1pp | 71.9%+13.8pp | 79.9%+5.8pp |
| Annual return | 24.60% | 250.28%-225.7pp | 204.55%-180.0pp | 145.39%-120.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,964 | $4,196-29.4% | $3,881-23.6% | $6,396-53.7% |
| Admin fee / account holder | $91 | $6,600-98.6% | $6,199-98.5% | $12,562-99.3% |