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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 | $8,569 | $68,097-87.4% | $62,929-86.4% | $137,256-93.8% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.0%-10.0pp |
| Annual return | 27.60% | 1859.11%-1831.5pp | 1063.93%-1036.3pp | 220.34%-192.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,562 | $4,553+0.2% | $3,888+17.3% | $6,407-28.8% |
| Admin fee / account holder | $52 | $6,521-99.2% | $5,065-99.0% | $12,270-99.6% |