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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 | $32,589 | $100,203-67.5% | $85,240-61.8% | $145,897-77.7% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 20.99% | 84.28%-63.3pp | 66.75%-45.8pp | 552.29%-531.3pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,546 | $5,299+136.8% | $4,527+177.1% | $6,689+87.6% |
| Admin fee / account holder | $60 | $7,265-99.2% | $6,165-99.0% | $13,390-99.6% |