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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 | $22,410 | $108,922-79.4% | $100,398-77.7% | $145,978-84.6% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 19.88% | 58.04%-38.2pp | 49.32%-29.4pp | 550.52%-530.6pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,921 | $8,450+41.1% | $8,084+47.5% | $6,690+78.2% |
| Admin fee / account holder | $42 | $9,680-99.6% | $7,893-99.5% | $13,400-99.7% |