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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 | $14,986 | $110,379-86.4% | $102,412-85.4% | $145,884-89.7% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 46.18% | 24.84%+21.3pp | 24.94%+21.2pp | 551.85%-505.7pp |
| Employer contribution / active EE | $522 | $4,216-87.6% | $3,870-86.5% | $4,662-88.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $281 | $9,745-97.1% | $8,388-96.7% | $13,392-97.9% |