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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 | $41,672 | $85,766-51.4% | $136,298-69.4% | $70,126-40.6% |
| Participation rate | 79.0% | 74.2%+4.9pp | 81.9%-2.9pp | 69.5%+9.5pp |
| Annual return | 16.88% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,549 | $5,051-49.5% | $6,247-59.2% | $3,332-23.5% |
| Admin fee / account holder | $158 | $5,421-97.1% | $9,244-98.3% | $4,645-96.6% |