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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 | $50,185 | $99,652-49.6% | $78,778-36.3% | $147,586-66.0% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.2%+7.7pp | 82.8%-5.9pp |
| Annual return | 16.78% | 47.28%-30.5pp | 35.62%-18.8pp | 578.59%-561.8pp |
| Employer contribution / active EE | $193 | $2,796-93.1% | $1,986-90.3% | $4,876-96.0% |
| Participant deferral / active EE | $4,589 | $3,664+25.3% | $2,958+55.1% | $5,439-15.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |