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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 | $16,038 | $102,595-84.4% | $94,057-82.9% | $154,746-89.6% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 23.02% | 583.42%-560.4pp | 480.62%-457.6pp | 172.34%-149.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,570 | $5,118-30.2% | $4,709-24.2% | $6,730-47.0% |
| Admin fee / account holder | $159 | $7,736-97.9% | $7,244-97.8% | $14,365-98.9% |