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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 | $109,684 | $84,708+29.5% | $75,714+44.9% | $167,536-34.5% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.8%+18.9pp | 82.1%+11.6pp |
| Annual return | 12.35% | 199.62%-187.3pp | 104.62%-92.3pp | 478.82%-466.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,372 | $4,577-70.0% | $3,820-64.1% | $6,342-78.4% |
| Admin fee / account holder | $2 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |