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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 | $20,857 | $97,020-78.5% | $83,322-75.0% | $135,379-84.6% |
| Participation rate | 84.2% | 80.4%+3.8pp | 77.8%+6.5pp | 82.6%+1.6pp |
| Annual return | 73.33% | 12.31%+61.0pp | 10.64%+62.7pp | 519.79%-446.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,868 | $5,964-35.2% | $5,565-30.5% | $5,609-31.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |