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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 | $10,446 | $69,248-84.9% | $64,101-83.7% | $139,466-92.5% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 27.10% | 45.95%-18.9pp | 33.72%-6.6pp | 373.66%-346.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,907 | $4,682+47.5% | $3,881+78.0% | $6,712+2.9% |
| Admin fee / account holder | $27 | $4,247-99.4% | $3,070-99.1% | $11,409-99.8% |