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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 | $16,824 | $97,020-82.7% | $83,322-79.8% | $135,379-87.6% |
| Participation rate | 86.7% | 80.4%+6.3pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | 46.46% | 12.31%+34.2pp | 10.64%+35.8pp | 519.79%-473.3pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,286 | $5,964-44.9% | $5,565-40.9% | $5,609-41.4% |
| Admin fee / account holder | $24 | $8,426-99.7% | $7,540-99.7% | $10,828-99.8% |