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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 | $16,859 | $110,039-84.7% | $97,260-82.7% | $145,884-88.4% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 15.68% | 244.44%-228.8pp | 75.54%-59.9pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,619 | $4,674-44.0% | $4,262-38.6% | $6,690-60.9% |
| Admin fee / account holder | $89 | $6,204-98.6% | $5,640-98.4% | $13,392-99.3% |