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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 | $13,645 | $70,366-80.6% | $66,674-79.5% | $138,895-90.2% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.7%-3.7pp | 79.9%-9.9pp |
| Annual return | 21.27% | 386.41%-365.1pp | 321.24%-300.0pp | 145.39%-124.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,596 | $4,374-17.8% | $4,084-12.0% | $6,396-43.8% |
| Admin fee / account holder | $24 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |