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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 | $73,235 | $85,766-14.6% | $136,298-46.3% | $70,126+4.4% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 15.32% | 31.46%-16.1pp | 5156.27%-5140.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,240 | $5,051+23.5% | $6,247-0.1% | $3,332+87.3% |
| Admin fee / account holder | $125 | $5,421-97.7% | $9,244-98.6% | $4,645-97.3% |