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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 | $25,825 | $69,118-62.6% | $53,647-51.9% | $138,895-81.4% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 18.75% | 248.26%-229.5pp | 358.33%-339.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,577 | $2,274+57.3% | $1,813+97.3% | $6,396-44.1% |
| Admin fee / account holder | $26 | $2,724-99.0% | $2,460-98.9% | $12,562-99.8% |