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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 | $13,210 | $102,938-87.2% | $94,105-86.0% | $138,895-90.5% |
| Participation rate | 83.3% | 74.6%+8.7pp | 71.9%+11.4pp | 79.9%+3.4pp |
| Annual return | 16.86% | 250.28%-233.4pp | 204.55%-187.7pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,477 | $4,196-64.8% | $3,881-61.9% | $6,396-76.9% |
| Admin fee / account holder | $38 | $6,600-99.4% | $6,199-99.4% | $12,562-99.7% |