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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 | $100,262-88.2% | $81,370-85.5% | $145,897-91.9% |
| Participation rate | 88.9% | 74.3%+14.6pp | 69.5%+19.3pp | 80.3%+8.6pp |
| Annual return | 14.05% | 34.52%-20.5pp | 24.85%-10.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,310 | $4,612+15.1% | $3,885+36.7% | $6,689-20.6% |
| Admin fee / account holder | $56 | $8,163-99.3% | $5,749-99.0% | $13,390-99.6% |