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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 | $3,671 | $70,366-94.8% | $66,674-94.5% | $138,895-97.4% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.7%+3.2pp | 79.9%-3.0pp |
| Annual return | 20.00% | 386.41%-366.4pp | 321.24%-301.2pp | 145.39%-125.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $875 | $4,374-80.0% | $4,084-78.6% | $6,396-86.3% |
| Admin fee / account holder | $18 | $5,262-99.6% | $5,098-99.6% | $12,562-99.9% |