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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 | $20,132 | $75,807-73.4% | $116,096-82.7% | $86,983-76.9% |
| Participation rate | 85.4% | 66.9%+18.5pp | 73.3%+12.1pp | 69.5%+15.9pp |
| Annual return | 54.89% | 18.57%+36.3pp | 326.25%-271.4pp | 25.83%+29.1pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,200 | $3,212+124.2% | $3,952+82.2% | $4,194+71.7% |
| Admin fee / account holder | $179 | $6,659-97.3% | $7,704-97.7% | $7,856-97.7% |