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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 | $88,642 | $77,449+14.5% | $69,483+27.6% | $152,909-42.0% |
| Participation rate | 93.8% | 78.1%+15.7pp | 74.6%+19.2pp | 82.5%+11.3pp |
| Annual return | 19.25% | 39.09%-19.8pp | 28.99%-9.7pp | 345.46%-326.2pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,215 | $4,415-72.5% | $3,537-65.6% | $5,851-79.2% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |