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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 | $10,004 | $100,262-90.0% | $81,370-87.7% | $145,897-93.1% |
| Participation rate | 77.8% | 74.3%+3.5pp | 69.5%+8.2pp | 80.3%-2.5pp |
| Annual return | 21.97% | 34.52%-12.6pp | 24.85%-2.9pp | 552.29%-530.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,161 | $4,612+33.6% | $3,885+58.6% | $6,689-7.9% |
| Admin fee / account holder | $188 | $8,163-97.7% | $5,749-96.7% | $13,390-98.6% |