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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 | $13,100 | $100,970-87.0% | $96,576-86.4% | $137,256-90.5% |
| Participation rate | 73.3% | 82.6%-9.3pp | 81.4%-8.1pp | 80.0%-6.6pp |
| Annual return | 85.17% | 38.16%+47.0pp | 38.47%+46.7pp | 220.34%-135.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,119 | $8,286-38.2% | $7,956-35.7% | $6,407-20.1% |
| Admin fee / account holder | $18 | $11,312-99.8% | $11,381-99.8% | $12,270-99.9% |