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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 | $12,631 | $81,331-84.5% | $155,534-91.9% | $80,935-84.4% |
| Participation rate | 89.2% | 66.3%+22.9pp | 78.2%+11.0pp | 67.7%+21.5pp |
| Annual return | 116.95% | 33.37%+83.6pp | 64.92%+52.0pp | 35.66%+81.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,627 | $3,454+34.0% | $5,630-17.8% | $4,299+7.6% |
| Admin fee / account holder | $198 | $7,999-97.5% | $15,900-98.8% | $6,924-97.1% |