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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 | $13,257 | $97,125-86.4% | $86,233-84.6% | $137,256-90.3% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 22.36% | 74.19%-51.8pp | 61.39%-39.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,921 | $5,180-62.9% | $4,559-57.9% | $6,407-70.0% |
| Admin fee / account holder | $18 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |