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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 | $8,059 | $110,303-92.7% | $95,759-91.6% | $139,487-94.2% |
| Participation rate | 83.3% | 75.7%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 16.66% | 27.19%-10.5pp | 28.42%-11.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $862 | $4,674-81.6% | $4,244-79.7% | $6,713-87.2% |
| Admin fee / account holder | $19 | $6,615-99.7% | $5,678-99.7% | $11,407-99.8% |