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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 | $24,312 | $106,524-77.2% | $152,301-84.0% | $87,485-72.2% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.4%+2.4pp | 68.9%+15.9pp |
| Annual return | 89.81% | 26.89%+62.9pp | 80.50%+9.3pp | 26.06%+63.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,021 | $6,525+53.6% | $8,004+25.2% | $4,274+134.5% |
| Admin fee / account holder | $22 | $8,287-99.7% | $14,398-99.8% | $7,775-99.7% |