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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 | $13,679 | $127,296-89.3% | $109,907-87.6% | $167,536-91.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.2%+13.3pp | 82.1%+5.4pp |
| Annual return | 20.14% | 22.97%-2.8pp | 29.46%-9.3pp | 478.82%-458.7pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,807 | $4,513+117.3% | $4,047+142.4% | $6,342+54.6% |
| Admin fee / account holder | $149 | $7,119-97.9% | $6,069-97.5% | $12,315-98.8% |