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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 | $11,833 | $100,147-88.2% | $81,286-85.4% | $145,877-91.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 14.05% | 34.44%-20.4pp | 24.80%-10.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,310 | $4,607+15.3% | $3,883+36.7% | $6,691-20.6% |
| Admin fee / account holder | $56 | $8,201-99.3% | $5,764-99.0% | $13,402-99.6% |